Close Simple Budgets

A simple budget can be closed or archived if it should no longer be made available for payments. Once closed, it can still be viewed in the system.

Warning: Closing a budget prevents it from being applied to programs or used to process payments.

Note: Closing a budget is not the same as deleting it. Instructions for deleting a budget can be found here.

  1. Navigate to the Program Setup > Budgets area.

  2. Find the funding source to be closed in the Open Budgets tab.

  3. Select the ellipsis icon next to the item and then Close budget.

  4. From the Close budget screen, specify the action that should be taken for any unused funds in the budget.

    • Transfer the funds to a new budget.

    • Do nothing. The funds will become unavailable for payment.

  5. If the first option was selected, choose the budget to transfer the funds to in the New budget field.

  6. Confirm the action to close the budget and move it to the Closed Budgets tab.

  1. Navigate to the Program Setup > Budgets area.

  2. In the Open Budgets tab, select the checkmark next to any budgets to close.

  3. Select Close from the toolbar above the Open Budgets table.

  4. From the Close budget screen, specify the action that should be taken for any unused funds in the budget.

    • Transfer the funds to a new budget.

    • Do nothing. The funds will become unavailable for payment.

  5. If the first option was selected, choose the budget to transfer the funds to in the New budget field.

  6. Confirm the action to close the budgets and move them to the Closed Budgets tab.

Note: Closed budgets can be reopened if needed.