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  1. UX Product
  2. UXPROD-203

Close/freeze budgets upon rollover into new fiscal year

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Details

    • Each budget can currently be closed or frozen manually when an institution is executing their rollover.
    • Small < 3 days
    • Medium < 5 days
    • Large < 10 days
    • Low
    • Thunderjet
    • 76.8
    • This is an important part of resolving the fiscal year and there is no other way to close all previous budgets
    • R5
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R2
    • R3
    • R3
    • R1
    • R1
    • R1

    Description

      Purpose: On the starting date of the new fiscal year budgets for the previous year should be frozen. Administrators should be able to close all those budgets as well after a quick review.

      High-Level Requirements:

      • Confirm with user that all budgets of all types should be frozen on the first day of the new fiscal year
      • Add "Close Budgets" button to ledger that allows admin to close all budgets for previous fiscal year

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                dennisbridges Dennis Bridges
                cboerema Cate Boerema
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                Dates

                  Created:
                  Updated:
                  Resolved:

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