Transfer Budget Worksheet Form

Open the Transfer Budget Worksheet Form by clicking the Transfer button on the Budget New Worksheet Form (Posted Adjustment).

Use this form to transfer a worksheet to another session.

Session ID: To have the system assign a session ID:

• Click the icon, or
• Click in the Session ID field and press the '+' key on your keyboard's number pad.

Note: If a Session ID is used one year, the same Session ID cannot be reused the following year.

The remaining fields and the buttons of the Transfer Budget Worksheet form activate after a session ID is entered.

Beginning Document ID: Enter a beginning document ID.

Document Date: Enter a valid date for this session. The system defaults to the current date when a new session is created. However, you can enter any date, such as the date the session was created, the date the session was or will be posted, or the date of the transactions. The session date also serves as the default document date for each transaction in the session..

 

Click Save or Cancel when finished with the form.