How to run Budget Completion Journal

Need to hard post budget

Closed the year and original budget does not show for the new year

How do I run Budget Completion Journal?

Budget Completion Journal

Year End Close

Before running Budget Completion Journal:

1. Check the Budget Settings program.  Budget preparation for year needs to be the year that you want to post budget for.
2. Check Next Year Budget Entry to make sure final budget amounts are showing in the final level of the budget. If you're not sure what the final level is, check budget levels in GL Settings.
3. No accounts should be included in more than one budget projection for the year.
4. Run Close Current Fiscal Year and Open New Fiscal Year first unless your site uses mid-year projections.
5. Have Train or Test refreshed from Live.
6. Before running in Live, we recommend saving a backup of the database.

Running Budget Completion Journal:

General Ledger > End of Period > Fiscal Year End Processing> Budget Completion Journal

1. Run in Train first and ensure that there are no errors before running Budget Completion Journal in Live.
2. If you have more than one budget projection, close out of Budget Completion Journal in between each budget projection, then re-open.
3. Click Define and enter criteria.
4. Click Accept. Wait for a message that processing has completed.
5. Click Output/Post. Warnings are ok to proceed with and refer to accounts with zero amounts. If you get errors, check your Saved Reports for error messages and contact Support.
6. Wait for the message that Output Post has completed.
7. Check for original budget in the new year in Account Inquiry for an account that you know had amounts on the budget projection. You can also run YTD Budget Report.