How do I close a budget level? (2023.05)

Close an open budget level.

A closed budget level prevents users from adding, editing, or removing budget amounts from the closed level. When you close a budget level, you can be certain that you will always be using the current budget level when you enter budget amounts. Use Reopen a Budget Level to open a closed budget level in a current or future year.

Closing a budget level for the current year

1. Open Connect General Ledger > Budgeting > Close a Budget Level.

2. Click to select the checkbox titled Close Budget Level for Current Year Ending MM/DD/YYYY,

3. Use the Close Level Up to and Including from the drop-down list.

4. Click GO (CTRL+G).

The selected budget level for the current year is close.

Closing a budget level for the future year

1. Open Connect General Ledger > Budgeting > Close a Budget Level.

2. Click to select the checkbox titled Close Budget Level for Future Year Ending MM/DD/YYYY,

3. Use the Close Level Up to and Including from the drop-down list.

4. Click GO (CTRL+G).

The selected budget level for the future year is close.