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Opening Fiscal Years for Budgeting
After you have prepared the program records for a new fiscal year, you can open the year for budgeting. This allows you to prepare the fund’s budget for the year, but does NOT yet allow transactions.
You can use the Budget Management program to prepare the fund’s new budget. (For more information, please see the user manual for WinTen² Budget Management.)
You use the Open Fiscal Year for Budgeting Wizard to open fiscal years for budgeting.
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From the Main Menu screen, click CLOSING. The Manage Period Closing screen appears with all funds displayed in a table. Also displayed is the last closed fiscal period (the fiscal period number of the fiscal year) for each of your agency’s funds. |
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Click  on the toolbar and then select "Open Fiscal Year for Budgeting." The Open Fiscal Year for Budget Wizard is initiated. |
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Select the fiscal year An accounting year, a fiscal year contains twelve periods (months). A fiscal year usually begins on a new calendar quarter (January, April, July or October). you want to open for budgeting. |
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Click START to continue. |
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Check the checkbox(es) of the fund(s) for which to open this fiscal year for budgeting. |
Hint: Click 
to check all checkboxes; click 
to uncheck all checkboxes.
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6.
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Click NEXT. Review and confirm the information you set up and then click FINISH to open the fiscal year for budgeting for the selected funds. |
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