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FAQ: When using the Budget Transfer Options, is there a way to post just the revenue or expenditure accounts from one particular fund into a budget batch?

Yes.  To post only the revenue or expenditure accounts from one fund into a batch, do the following:

  • When completing the Budget Transfer Options screen, make the desired selections for the Fiscal Year End Date and Amount to Use fields.
  • Click the down-arrow button for the Structure Type Description field to select the account type (Revenue or Expenditure) for the accounts to post into the budget batch.
  • The account structure defined within your database for the specified account type will appear in the Account Type Mask field with Xs as placeholders for each account piece of the account number.
  • To post just those accounts from one particular fund, enter the appropriate fund number in place of the Xs used as the place holder for the fund.  For example (using South Dakota data with a revenue account structure of Fund-Revenue-Operational Unit), to post only revenue account numbers from the General Fund, enter a mask of 10 XXXX XXX.
  • Click the Execute button.
  • When prompted, click Yes to continue the process.
  • A message will appear when the process is completed; click OK.