1. Home
  2. Finance
  3. School Finance
  4. How to Allocate Funding In Fund Allocation
  1. Home
  2. Finance
  3. How to Allocate Funding In Fund Allocation

How to Allocate Funding In Fund Allocation

In this guide, we will show you how to allocate Funding in Fund Allocation.

Access: The minimum permissions required to complete the Fund Allocation are found in the Finance Module of Config>Setup>Roles & Permissions.

Roles and Permissions

Pre-requisites: In order to complete Fund Allocation the required Financial Year must be set up and opened.

Related Guides:

To begin, go to Module>Finance>Budgeting>Fund Allocation

Pathway

Select the Fund which requires allocating.

Select Fund

Click +Increase Allocation or Decrease Allocation as required.

Increase/Decrease

Complete the allocation fields as required.

Allocation Fields

If you are required to Apportion the funding for CFR enter the values for Apportionment against the relevant CFR Codes.

Apportion

Click Save.

Save

Confirm with Yes or Cancel.

Confirmation

Click Cancel to close the page.

Close

Totals on the Fund Allocation page will reflect the Increase or Decrease.

Totals

To review the History of the Fund Allocation select the Fund you wish to review.

Select Fund

This will expand the History pane.

History Pane
Updated on September 25, 2023

Was this article helpful?

Related Articles

Noticed a missing guide?
Fill the form below and we will get this created.
Suggest Help Article