This is intended to be a general guide checklist for Budgeting in USAS-R.
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Suggested but NOT required preliminary checklist before budgeting for next FY: You can create a budgeting spreadsheet within a scenario and run it for ALL active accounts you have in USAS. You can then export this to Excel and use it as a checklist to see if you can inactivate any accounts not being used. This can help clean up your active accounts and get rid of accounts used years ago. Keep in mind if you are using a grant account this FY but will not be next year, you will need to keep that account active in the system to finish out the FY and audit. Ideally, this could be used to clean up grants from years ago or accounts you haven't budgeted for in years. This can also help you see what accounts you have to work with and if you need to create any new accounts that will be used in the next FY before beginning your budgeting. Once you have your list on Excel, go to Core>Accounts, click on the expenditure tab, filter by Active = true, search for your account, click on to view your account, click edit, uncheck the active checkbox, and hit save. |
The Budgeting Menu contains two programs:
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