Budget Options dialog

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Budget Options dialog appears during the closing of the GL period to the next year, after you choose the period end dates for the next year.

See also: More details about closing the GL period to the next year.

Fields & options

To specify how you want to handle budgets in the year to which you are advancing, choose one of the following options:

  • Use future-year budgetary amounts for the new year

    If you entered budget amounts in the Future Year Budget column in the Chart of Accounts detail grid, they will be used for the budget amounts in the new year.

  • Save budgetary amounts from the current year to be used in the new year
  • Zero out the budgetary amounts from the year

    Zeros the budget column in the Chart of Accounts detail grid for the new year.

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