May 14, 2020

AGENDA

    Closing the month

    Budget planning assistant

    State budget form

    TRS

 

IMPORTANT NOTE

If you’re setting is marked with the below setting

 

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Please follow the instructions below.

 

If you enter budget adjustments directly to the adjustment column in the budget master the values will remain until anything is made permanent.

 

With this setting you must make budget adjustments with a “BA”, budget adjusting journal entry.

 

The best practice is to make budget adjustments with journal entries in order to keep a track of budget changes.  It takes more effort, but is well worth it. That said if you spend a day or two entering budgets in the adjustment column with this setting and then make say AP permanent your work will be gone.

 

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