Adjust Fund or Subfund Balances

On the Fund workform, you can use the Actions menu to adjust fund balances.

To adjust fund or subfund balances

1. Go to the Fund workform.

2. Select Actions > Adjust Fund Balances.

   

   The Adjust Fund Balances dialog opens.

   

3. Select one of the available values to adjust:

   • Assign "Beginning allocation" — Add the beginning budgeted amount. You can only perform this action once. When you assign the beginning allocation, the other two options become available.

   • Supplementary allocation — Add more money to the fund. You can do this multiple times.

   • Reduction in allocation — Reduce the budgeted amount. You can do this multiple times.

   • Manually adjust "Total currently encumbered" — Enter a value in the Amount field:

     • If you enter a negative number, Leap subtracts the amount entered from the total currently encumbered for the fund or subfund.

     • If you enter a positive number, Leap adds the amount entered to the total currently encumbered for the fund or subfund.

     You can do this multiple times.

   • Manually adjust "Total expended" — Enter a value in the Amount field:

     • If you enter a negative number, Leap subtracts the amount entered from the total expended for the fund or subfund.

     • If you enter a positive number, Leap adds the amount entered to the total expended for the fund or subfund.

     You can do this multiple times.

4. Enter the currency Amount.

5. (Optional) Enter a Note.

6. Select Update Fund.