You can bulk copy budget codes from one financial year to another (this is particularly useful for budget codes in the new financial year!)
- You can copy budget codes by going to Budget codes under Settings and selecting the relevant organisation.
- Click the link Copy Budget Codes under the search bars.
- Then select the budget code year you would like to copy from the drop-down list.
- Type in the new budget year
- Specify the Valid from and Valid to dates
- e.g. for 2024-2025 financial year, the Valid from date = 01/04/2024, and the Valid to date = 01/04/2025
- N.B. The valid to date is not inclusive
- And click Copy.