Rolling Forward to a New Fiscal Year

IMPORTANT: Upgrade Axiom to the most current release, and then follow these steps. Also make sure you're not in an active budget cycle.

As part of the implementation process, a Kaufman Hall Implementation Consultant helps you create a budget file group for the current year, as discussed the section Setting Up Budget Plan Files. .

For the next or subsequent file year, however, there are steps you need to complete to set up next year's file group. These steps include the following:

1. Archive the current year plan file. (Optional)
2. Prepare for the next fiscal year.
3. Review other system areas.

NOTE: To populate the Bud_Pay27 tables with budgeted hours, we recommend that you run the Monthly to Biweekly utility located in the Reports Library > Management Reporting Utilities > Payroll. For more information, see Payroll utilities .