Near the end of the fiscal year, you can enter new budget allocations for each budget for the next year, as explained below. If you want to enter fiscal year allocations for each budget all at once, you can also batch create fiscal year allocations. (For more information, see Batch Creating Fiscal Year Allocations.) You can then transfer unspent and encumbered amounts from the previous year’s to the new year’s budget. (For more information, see Batch Transferring Budget Unspent Amounts.)
To enter a fiscal year allocation for a budget
1 | Start the Find Budget process. |
The default location of this process is the
Horizon displays the Compound Search window.
2 | Highlight the index you want and enter a search term in the Search for field. |
To display a list of all your budgets, highlight the Budget index and enter an asterisk ( * ) in the Search for field.
3 | Click OK. |
Horizon displays a list of budgets that match your search criteria.
4 | Highlight the budget you want and click Edit to display the Edit Budget window. |
5 | Click New in the Years group to display a blank Years group. |
6 | Complete the fields in the Years group. (For a description of each field, see Edit Budget Window.) |
7 | Save your changes. |
© 1998-2017 Sirsi Corporation