segments to filter general ledger accounts to be included in the projection. Exclude This check box, if selected, directs the Temporary program to omit amendments identified Budget as temporary in the Budget Transfers Amendments and Amendments program. If you select this check box and create a new projection, the program uses the whole revised budget, less any temporary budget amounts, as the original budget amount. This check box is only accessible when the Budget Amounts to Use field is Current Year Revised. Budgetary Type This list allows you to select whether to include only budgetary accounts, only non-budgetary accounts, or both as defined on the Account Master screen. The default value is Budgetary. Only accounts for which you are entering a budget should be defined as budgetary in the Account Master program. After year- end processing has been completed, your organization should make an effort to not define any budgetary multiyear fund accounts for which you have posted a budget. This will ensure that these accounts are excluded from future projections. Budget Amounts Budget Amounts This group of fields allows you to select to Use budget amounts to use in starting budget request calculations. Each amount can be added to, subtracted from, or averaged with the next budget amount to generate the starting amounts for next year budget. The Additional Percentage box indicates a percentage amount that is added to the result of the selected budget calculation. You can type a negative number to subtract a percentage. Note that the Prior Yr Actual selection pulls amounts from the year prior to the current year (as indicated in the General Ledger Settings screen), not prior to the budget preparation year.
segments to filter general ledger accounts to be included in the projection. Exclude Temporary Budget Amendments This check box, if selected, directs the program to omit amendments identified as temporary in the Budget Transfers and Amendments program. If you select this check box and create a new projection, the program uses the whole revised budget, less any temporary budget amounts, as the original budget amount. This check box is only accessible when the Budget Amounts to Use field is Current Year Revised. Budgetary Type This list allows you to select whether to include only budgetary accounts, only non-budgetary accounts, or both as defined on the Account Master screen. The default value is Budgetary. Only accounts for which you are entering a budget should be defined as budgetary in the Account Master program. After year- end processing has been completed, your organization should make an effort to not define any budgetary multiyear fund accounts for which you have posted a budget. This will ensure that these accounts are excluded from future projections. Budget Amounts Budget Amounts to Use This group of fields allows you to select budget amounts to use in starting budget request calculations. Each amount can be added to, subtracted from, or averaged with the next budget amount to generate the starting amounts for next year budget. The Additional Percentage box indicates a percentage amount that is added to the result of the selected budget calculation. You can type a negative number to subtract a percentage. Note that the Prior Yr Actual selection pulls amounts from the year prior to the current year (as indicated in the General Ledger Settings screen), not prior to the budget preparation year.
munis_bud_define_start_bud.docx