Rollup Expenditure Classification

The Rollup Expenditure Classification Tool is used to move Classification Codes from the current year to the new year.

 

Note: Before you begin this process, you must have added the new fiscal year in Options/Setup/Fiscal Year Tab.

 

Click the Options Menu, Tools, Rollup Expenditure Classification to access Rollup Expenditure Classification.

 

Clickto roll all Classification Codes from the current year to the new year.

 

A confirmation screen will appear.