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FAQ: I have posted my new budget batch, but I now realize that I have made a few mistakes. How can I fix the incorrect entries?

To fix the incorrect entries after posting a new budget batch, complete one of the following two options:

Option 1:  Enter New Batch of Budget Changes

  • Enter another budget batch for the budget changes for the desired account numbers.  When entering the budget changes, the amount entered will be added to the current budget amount for the specified account number.  Refer to the Entering Budgets topic in the Help File for detailed instructions on entering a budget batch.

Option 2:  Unpost Budget Batch

  • Unpost the batch in order to make the necessary changes, and then repost the budget batch.  To do this, complete the following:
    • From the General Ledger screen, select the Data Entry menu and then Budgets.
    • If a batch already exists, the Budget Batch Search screen will appear; click the New Record button.  If a batch does not exist, the batch options screen will appear immediately in order to create a new batch.
    • At the Batch Options screen, select the Options menu and then Unpost Batch.
    • The Batch Search screen will appear listing all the budget batches previously posted in General Ledger.
    • Select the batch to unpost by double-clicking on the batch description.
    • Make the desired changes to the unposted batch and save the changes.
    • After all the changes have been made, print a listing and post the batch.