Page Comparison

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• Create a proposed amount in order to add it to the existing grid
  • Enter or search for an account
  • Enter a fiscal yeaar
  • Enter an proposed amount
  • Click on 'Save'
• View a proposed amount
  • From the grid, search the desired account and click on  to view the details of the proposed amount.
• Edit a proposed amount
  • From the grid, search the desired account and click on to edit the fiscal year or proposed amount.
• Delete a proposed amount
  • Per account: From the grid, search the desired account and click on to delete the proposed amount for that account.  Click on 'delete' to confirm deletion.
  • Mass Delete: From the grid, click on the checkbox for the proposed amounts you want to delete and click on the  button to mass delete all checkmarked accounts.

Applying Proposed Amounts

Once all of the proposed amounts have been entered for a fiscal year, click 'Apply' to apply them as initial budget and initial revenue figures.  Choose from the following:

NOTE: You cannot choose specific accounts to apply amounts to. It will apply the amounts to all accounts on your proposed amounts grid.

• Transaction Types includeTypes include:
  1. If 'Temporary' is selected, checkmarking 'full year' implies the temporary initial budgets hold true for the entire year.
     1. If 'Temporary' is selected and 'full year' is not checkmarked, this implies the temporary initial budgets could change during the fiscal year (i.e. Levy passes/fails)
     2. If 'Permanent' is selected, 'full year' is checkmarked automatically and cannot be unchecked.  This implied these are permanent initial budgets.
  2. If 'Adjustment' is selected, it adjusts the existing budgets via additions/deductions.  The 'Update the GAAP Original Estimate' amounts box defaults to being checked but you have the option to uncheck it.
• Effective date is date is modifiable when selecting an adjustment transaction type.  Otherwise, it's an informational field only.  It automatically defaults to the first day of the fiscal year selected when selecting temporary or permanent transaction types.

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