Copy Budget Codes

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.