Close Budgets with Funding Sources

A 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.

    • Add unused funds back into each source to be available for new budgets.

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

  5. 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 Budgets screen, specify the action that should be taken for any unused funds in the budget.

    • Add unused funds back into each source to be available for new budgets.

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

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

Note: Closed budgets can be reopened if needed.