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  • Multiyear

  • Multi-year

  • Prior year

  • history load

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titleCause

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titleResolution

Unload and reload the historical amounts

General ledger load historical tables - load from Journal Hist

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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

    .