Acquisitions - Changing Appropriations, Encumbrances, and Expenditures/Fund Adjustment Table

You can increase or decrease the appropriation, expenditure, or encumbrance for the funds in the Current Funds folder by using the Fund Adjustment Table. You can make up to 500 adjustments at a given time. After changing the table, you can effect the changes by posting the transaction.

To adjust appropriations, expenditures, and encumbrances of funds:

  1. Choose Funds from the Function list.
  2. Select the Adjustment tab. The fund codes listed in the Current Funds folder display alphabetically in the Fund Adjustment Table. The table shows Appropriation, Expenditure, Encumbrance, Free Balance, and Cash Balance data for each fund.
  3. Edit the data in the table by directly clicking any fund field that is not shaded or use the form tool. Change the amount under Appropriation, Expenditure, or Encumbrance. You can enter changes in more than one column for each fund. You can also right-click any of the fields to Copy or Paste data from one column to another, or Add Note for a given fund. 
  • When you change any data in the table and continue to the next field, the adjustments appear in blue for the fund that was altered. 
  • At the bottom of the table, the Totals row calculates the total for each column. 
  1. To save your changes and then return to the Data tab, choose Finish from the toolbar.
  • To return to the Data tab without saving changes, choose Cancel from the toolbar and select No when asked Do you want to save new fund adjustments?
  • Note: The change does not take effect until posted