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FAQ: Is there a way to enter the budget without having to key in each individual account number?

Yes.  To enter the budget without keying each individual account number, use the Budget Transfer Options to post zero amounts for each account number into the grid for editing.  To post the zero amounts with the Budget Transfer Options, complete the following:

  • From the Budgets screen, select the Options menu and then Budget Transfer Options.
  • On the Budget Transfer Options screen, leave the Fiscal Year End Date field blank and enter Zero in the Amount to Use field.
  • In the Transfer Options List, complete two lines, one selecting the Structure Type Description of Expenditure and a second one for Revenue.
  • Click the Execute button.
  • When prompted, click Yes to continue the process.
  • A message will appear when the process is completed; click OK.
  • The account numbers will appear in the Batch Entries List on the Budgets screen.
  • To enter the budgeted amounts for the account numbers, click in the Budget Amount field on the grid for the desired account number and key the correct amount; then use the down-arrow key to move to the Budget Amount field for the next account number.  Repeat until all the budget figures have been entered.
  • Click the Save button to save the changes.