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Preparing FY20 to FY21

  1. Select Ledger on ledger record view.
  2. Go to "Actions" and put "Rollover".
  3. Popup with rollover setting should appears. 
  4. Fill all necessary parameters.
  5. After putting "Confirm" rollover process is started.

Fiscal year 

New fiscal year FY21 should be created, if FY21 isn't created manually by user.

Budget

  1. UI shows budget grouped by "Fund type". Then user fill configuration for necessary "Fun type" and new budgets for FY21 is created  for each selected "Fund type".

Image Added

2.  After starting rollover all active budgets will be blocked for any operations (Status = "Closed")

FY21 budgets are created and grouped by Fund Type

Encumbrances