Manage Versions - Revenue Tab

This tab is used to manage revenue accounts and allotment amounts for each budget version.

  • The following fields are automatically populated and read-only:
    • Account Group
    • Fiscal Year
    • Version #
    • Version Type
    • Account Number
  • If the allotment amounts have been imported from DPI, the Values Were Imported check box will be checked.
  • Enter the revenue planning amount in the Planning Amount field, if this is a planning budget or if the Actual Amount has not been posted.
  • The Actual Amount field is read-only.
  • Enter the carryover amount in the Carryover Amount field, if applicable.
  • Enter the administration carryover amount in the Admin Carryover field, if applicable.
  • Enter the transfer ability carryover amount in the Transfer Ability Carryover field, if applicable.
  • If the Values Were Imported box is checked, click the update from import button to update the allotment amounts.
    • Before you can submit this version to DPI, the allotment amounts must be imported from DPI.
    • The allotment values are downloaded from DPI each day with the daily jobs, but the version revenue is not updated until the update from import button is checked.
    • This makes the user aware of the values that have changed.
    • If it has been released, the allotment amount will populate in the Actual Amount field.
    • Once allotment is imported, all other fields will gray out and be read-only.
  • The following boxes are DPI settings for this PRC and are read-only:
    • Forward Funded - Is this PRC forward funded (will be paid in installments)? If checked, the planning amount will be used until DPI publishes the final/full allotment.
    • Zero Allotment - Is the allotment amount set to zero by DPI? If checked, the user cannot change the allotment amount. The true DPI allotment for this PRC is zero.
    • Zero Carryover - Is the carryover amount set to zero by DPI? If checked, the user cannot change the carryover amount. The true DPI carryover amount for this PRC is zero.
    • Planning Required - Is a planning allotment required for this PRC.
      • If Planning Required is checked, then planning amount comes from DPI and is required before you can submit to DPI.
      • If Planning Required is unchecked, then the user can enter a planning amount until an actual amount is posted. The LEA’s planning amount will be used until DPI posts the actual amount. NOTES FOR FUND 3: You can enter amounts in all the amount fields until DPI posts the actual figures to use except Actual Amount (as it is only filled in by DPI). Once the allotment information has been posted by DPI, DPI's amounts will override what you have entered.
  • Click the save changes button.

 

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School LINQ Help, updated 01/2021