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FAQ: What should I enter in the Fiscal Year End Date field when doing the Budget Transfer Options?

When completing the Budget Transfer Options, enter the ending date of the desired fiscal year for which amounts to post into the budget batch in the Fiscal Year End Date field.  For example, if completing the Budget Transfer Options to copy the budget or year-to-date balances for the current fiscal year (i.e. 2023-2024 fiscal year) to the budget for the next fiscal year (i.e. 2024-2025 fiscal year), enter the ending date of the current fiscal year in the Fiscal Year End Date field (i.e. 06/30/2024).

Note:  The Fiscal Year End Date field is disabled if Batch or Zero is specified in the Amount to Use field when completing the Budget Transfer Options.

For step-by-step instructions, refer to the Completing Budget Transfer Options topic in the Help File.