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Users can complete a Budget Adjustment (BA) eDoc in Kuali Financial Systems (KFS).

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The  The Budget Adjustment document moves the budget document moves the budget from one object code to another in a single account. It also moves the budget moves the budget into sub-accounts within the same account.

The Year-End Budget Adjustment (YEBA) is used in July to adjust the previous fiscal year’s budget. Budget Adjustments within the RSTSP Sub-Fund should only be initiated by Sponsored Programs staff. 

To proceed,  

1. Navigate to the

   ‘Budget’

   Budget menu.

2. Click on Budget Adjustment. 
   

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3. Enter a description in the

   ‘Description’

   Description field. The description you enter will appear in the approver’s Action List and in eDoc searches. It will

   often also

   often also appear in the transaction details.
   

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   Warning

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   Warning: Do not use the document type as the description.

    

   Provide a brief title of the adjustment taking place.  

4. In

   In the Accounting Lines, complete the following required fields: 

   • Chart 

     Chart 

   • Account

     Number Object  

     Number 

   • Object  

   • Amount

      

   Click the 
5. green plus sign ) to add

   Click the green plus sign icon (

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6. In the

   ‘FROM

   FROM/

   DECREASE’

   DECREASE section,

    select the

   select the account and object

   code from which the

   code from which the budget should be reallocated.

     

     

7. In the

   ‘TO

   TO/

   INCREASE’

   INCREASE section,

   select 

   select the account and object

   code to which the

   code to which the budget should be reallocated.

     
   Tip

   title	Tip

   You

     

   Tip: You can change a budget permanently. To do so, enter amounts in both the

    ‘CURRENT AMT’ AND ‘BASE AMT’

   CURRENT AMT AND BASE AMT fields.

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   The Base

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   Note: The Base Budget can only be adjusted in whole dollars;

    KFS

    KFS will automatically round and remove decimals.

   The Base

   The Base Budget should only be adjusted on accounts in the OPTUI Sub-Fund.

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