Fund Propagation and Rollover

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Fund Propagation

Propagation creates new funds for the next fiscal year. Propagating funds will not affect the money or encumbrances in the funds unless Fiscal Year Close-Out is also done. Only funds that have the Propagate setting enabled will be affected.

Funds set to propagate will do so automatically when you click Process.


Rollover and Close-Out

Will do a Close-Out for real. If you need to double-check first, check the "Dry Run" checkbox.

Fund Propagation & Rollover Summary for Fiscal Year {{year + 1}}

  • DRY RUN: these changes have not been committed yet.
  • {{count}} funds propagated for fiscal year {{year + 1}} for the selected locations
  • {{amount_rolled}} unspent money rolled over to fiscal year {{year + 1}} for the selected locations
  • {{encumb_rolled}} in encumbrances rolled over to fiscal year {{year + 1}} for the selected locations