Start from: The Analytics dashboard.
Accessing the budget closure module
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Navigate to Financial Statements > Close budgets.
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A table will display all registered budgets along with their details. The table consists of the following columns:
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Budget: Displays the name and purpose of the budget.
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Business Unit: Identifies the associated business unit.
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Year: Specifies the year of the budget.
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Month: Indicates the applicable month.
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Status: Shows whether the budget is Open or Closed.
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Closed by: Identifies the user who locked the budget (only visible if closed).
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Open or Close Budget: An interactive toggle allows switching the budget status.
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Closing a budget
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Locate the budget you want to close. You can use the Filter or Filter by Business Unit to narrow down the search.
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Select the toggle in the last column to change the status to Closed.
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The Closed by column will now display your name and the date of the closure.
Closing multiple budgets at once
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Select the Close all button at the top of the table.
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All budgets in the list will be locked simultaneously.
Reopening a budget
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Select the toggle to open an individual budget.
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If necessary, select the Open all button to revert the closure.
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The budget(s) will return to an editable state.
