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When entering Adjustments the amount entered should be what the user would like the new Expendable amount to be on the account. The system will calculate the difference between the initial amount and the entered amount and then create an adjustment for the difference. For Example, if the Initial Budget was 500.00 but the new Expendable amount should be 0.00, then the Adjustment entered in the Proposed Amounts grid should be 0.00. When applied, the Adjustment on the account will be -500.00. |
Upload Budgeting Spreadsheets into the scenario
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- Create an adjusted amount in order to add it to the existing grid
- Enter or search for an account
- Enter a fiscal year (enter the full year CCYY).
- Enter the new expendable or receivable amount
- Click on 'Save'
- View an adjusted amount
- From the grid, search the desired account and click on
to view the details of the adjusted amount.
- From the grid, search the desired account and click on
- Edit an adjusted amount
- From the grid, search the desired account and click on
to edit the fiscal year or adjusted amount.
- From the grid, search the desired account and click on
- Delete an adjusted amount
- Per account: From the grid, search the desired account and click on
to delete the adjusted amount for that account. Click on 'delete' to confirm deletion. - Mass Delete: From the grid, click on the checkbox for the adjusted amounts you want to delete and click on the
button to mass delete all checked accounts.
- Per account: From the grid, search the desired account and click on
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