Multiyear funds have been through changes within MUNIS throughout the years. For the most recent functionality: - Multiyear Life Funds - Roll forward the prior year available if there is budget posted.
- Budget settings allow the site to determine if they want the Expense and Revenue accounts in a Multiyear Life fund to roll forward if there is no established budget. (Established budget is a Budget completion journal or Budget amendment)
- A Budget completion journal is made for these carry forward amounts.
Prior functionality: - Multiyear Life funds - would automatically roll forward the prior year available for both Expense and Revenue accounts.
- There was no option in Budget Settings for a client to pick if they wanted the prior year available to roll forward if there was no established budget.
- A Budget completion journal was not created for this roll forward amount, the amount would show just in the from screen of Account Inquiry.
|