Upload 2023 Budget into Account Right

[lech1]

Can we upload 2023 budget before closing year 2022 financil year? 

I was trying to upload the 2023 budget when the 2022 financial year still open, the uploaded outcome was all the 2023 budget accounts were zero and some of the new GL accounts in 2023 budget upload template but not in 2022 were posted to 2022 budget.  Can we delete the incorrect budget and reload again for 2022?

Does anyone has the similar issue as above? Please help.  Thank you.

Lee

[Steven_M]

Hi @lech1 

Account budgets in AccountRight can be added for the current and next financial year. 

To directly answer your question it would depend on what the current financial year your file is in. You can check that financial year via Setup>>Company Information. Provided you are in the 2021 financial year, you could close the financial year rolling over into the 2022 year. This would allow you to enter the budget information for the 2022 (current) and 2023 (next) financial years. If you are in the 2022 financial year you should be able to enter that 2023 budget already 

Note: We are currently in the 2023 financial year this commonly runs from June to July so June 2022 to July 2023. It is the year that the financial year ends in the software.