- Knowledge Base Categories:
- School Accounting System
FAQ: I am in the new fiscal year and need to get my budget started. How do I post last year’s budget into the new budget file?
To copy last year’s budget into a new budget batch, utilize the Budget Transfer Options. The Budget Transfer Options allows you to copy the budget figures or actual year-to-date figures from a previous fiscal year into a budget batch. Access the Budget Transfer Options by selecting the Options menu from within a budget batch and then selecting Budget Transfer Options. Refer to the Completing Budget Transfer Options topic in the help file for step-by-step instructions on using the Budget Transfer Options.