Budget periods

Open and close budget periods that own planned lines, expenses, and variance reports.

Who can use this

• FINANCE
• ADMIN

Path

/finance/budget/periods

Dependencies

• Open a period before adding Budget lines or posting expenses.
• Variance is meaningful only after lines and spend exist for the same period.

Screenshot

Steps

1. Open Budget periods at /finance/budget/periods as FINANCE.
2. Click Open period for the new fiscal window (name/dates as your school uses).
3. Use row actions Lines to jump into planned amounts, and Variance for plan vs actual.
4. Close the period when the window ends so new expenses cannot post to it.
5. Keep one clear current period for day-to-day stores spend to avoid mixed reporting.

Fields and actions

• Open period / Close
• Row links: Lines / Variance
• Period name, dates, status (open/closed)
• Filters / Configure columns / Search

Common mistakes

• Posting expenses to a closed period
• Opening overlapping periods without naming them clearly
• Reading variance before any lines exist
• Closing too early while POs are still receiving

Related

• Stores and budget
• Budget period cycle
• Budget lines
• Budget expenses
• Budget variance
• Budget