How_do_I_copy_period_budgets_to_next_year_budget_

How do I copy period budgets to next year budget?

Copy budget amounts from a specific period range to the same period range in the following year. You can use this routine if your organization budgets on a monthly basis. 

For example, Jane's organization uses the budget from the current month to create the budget for the same month in the future year. She uses this routine to copy January 1999 to January 2000, February 1999 to February 2000, March 1999 to March 2000, and so on. 


Copying period budgets to next year budget

1. Open Connect General Ledger > Budgeting > Copy Period Budgets to Next Year Budget.

2. Copy period budgets from the selected periods. 

Select the beginning period and ending period for the period range with the period budget amounts. The routine will copy the transactions from the selected periods to the same period in the following year. 

Copy from period range

Copy from beginning period

Select the first period in the range. 


Copy from ending period

Select the last period in the range. 

 

 

3. Paste the budget amounts from the selected periods to this journal code and budget level. 

This is the location where you will paste the budget amounts. 

Copy to options


Copy to journal code

Select the budget journal code to paste the copied budget amounts. 


Copy to budget level

Select the budget level for the copied budget amounts. 


Transaction description

Enter the transaction description to add to the copied budget amounts. 


Round amounts to the nearest whole dollar

Select this checkbox to round the copied budget amounts to the nearest whole dollar. 


Copy activity detail

Select the checkbox to create activity budget transactions for the copied budget amounts. 


Selection criteria

Filter the period amounts by account number, account title, or any other field you can select from the account table. 

 

4. Click GO  (CTRL+G). 

 

Copying period budgets to next year budget

1. Open Connect General Ledger > Budgeting > Copy Period Budgets to Next Year Budget.

2. Enter the Copy from Beginning Period and Copy from Ending Period.

This routine will copy amounts from the selected period to the Copy to Period. Use Copy From Beginning Period to select a first period in the period range. Use Copy From Ending Period to select the last period in the period range.  


3. Select a Journal Code.

This journal code is the name of the budgeting journal that will receive the copied amounts.


4. Select a Budget Level.

A budget level is a level in a budget that you can use to label and track amounts through the budgeting process. Use the Budget Level field to select a budget level.


5. Enter a Transaction Description.

A transaction description is the description the routine will record in the Description field on the budget entry.


What do you want to do?

  • I want to use the default description. The default description displays in the Transaction Description field. You can also click Reset to revert to the default description after you have made changes to the contents in the Transaction Description field.

  • I want to enter a different description. Use the Transaction Description field to enter a new description.

6. Click GO (CTRL+G).

The period budget is copied to the next year.

 

 

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