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3. Add/Update Transaction records by Program

The Add/Update Transaction records by Program option allows authorized users to add and maintain information about each Agency's fiscal year transactions by Program. Users with proper access may add records.

To add/update transaction records by Program in FUND:

  1. On the Maintenance tab, select 3. Add/Update Transaction records by Program. The Maintenance tab - Add/Update Transaction records by Program is displayed.

    Working Capital Fund and Greenbook Online (FUND) Page - Maintenance Tab - Add Update Transaction records by Program

  2. Complete the fields as follows:

    Field

    Description/Instruction

    FY

    Click the down arrow to select the applicable fiscal year.

    Agency Transaction Records for

    Click the down arrow to select the applicable Program.

    Agency

    Click the down arrow to select the applicable Program.

    Preliminary Estimate

    Enter the preliminary estimate for Programs or services contracted by the Agency.

    Initial Estimate

    Enter the initial annual estimate for Programs or services contracted by the Agency.

    Revised Amount

    Enter the revised annual estimate for Programs or services contracted by the Agency.

    Final Amount

    Enter the actual amount spent by the Agency.

  3. Click Save.

See Also

Maintenance

1. Add/Update Program records

2. Add Agency records

4. Select Options to Generate Email

5. Load MO Spreadsheet

6. Load Accruals Spreadsheet/Maintain Accruals