Original Appropriation Adjustments

Go to Budget > Account Maintenance > Adjustments > Adjustments tab, click on the Add Adjustment button.  Then select the Appropriation (Starting) option.  Enter the description you want, then click Add.

After you click Add, the following screen opens.  The date is automatically set to 7/1/YY and cannot be changed. 

Notes - if you enter a note here, be sure to click Save in the top part of the screen where the notes are entered.  Otherwise, they will not be saved.

Documents - you can attach any supporting documents for this transaction, if you choose.  Click on the Attach Documents button and navigate to the location on your computer where the document is saved.

To add the entry:

• Click on the Add Entry button.  When the window opens, enter the account number.  If you are increasing the original appropriations, enter the amount you're increasing it by in the Add Amount field.  If you are decreasing the original appropriations, enter the amount you're decreasing in the Subtract Amount field.  Enter a note if desired.  Click the Add button.
• After the entries are made, click the Post Transactions button.

REPORTING:

Go to Reports > List of Reports and enter Appropriation Adjustment in the keywords search field.  To select the Appropriation Adjustment Journal, click on the Schedule button and set the report parameters.