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  1. UX Product
  2. UXPROD-201

Rollover the ledgers funds/budgets into a new Fiscal year (Creating new budgets for all funds at one time)

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Details

    • XXL < 30 days
    • XXL < 30 days
    • Low
    • Thunderjet
    • 77.3
    • Hide
      This has been ranked lower than other Rollover functionality because budgets can be created manually for the coming fiscal year. These can be created in the interface at anytime during the current year and do NOT need to have a dollar amount allocated until desired by the user.
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      This has been ranked lower than other Rollover functionality because budgets can be created manually for the coming fiscal year. These can be created in the interface at anytime during the current year and do NOT need to have a dollar amount allocated until desired by the user.
    • R5
    • R1
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    • R2
    • R1
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    Description

      Overview: Once the financial structure has been created and money has been allocated for the current fiscal year. Users will begin creating orders and invoices etc. At the end of the fiscal year spending will need to slow and eventually stop at which time they system will need to move to the upcoming fiscal year. Allocations will be made for the coming fiscal year at or after rollover.

      Approach:
      User will rollover one ledger at a time into the new fiscal year as these ledgers may follow different fiscal years
      When rolling over all current budgets will be closed and all planned budgets will be set as active.

      TestRail: Results

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                dennisbridges Dennis Bridges
                cboerema Cate Boerema
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                  Updated:
                  Resolved:

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