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 Syntellis Implementation Consultant helps you create a budget file group for the current year, as discussed the section Setting Up Budget Plan Files. Also, please review Running the Budget Checklist process.

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.