Closing a Branch in the Budget

Screen ID:  Screen Title:  Panel Number:

UGLBGTC Branch to Close 5570

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This window appears after using “Close branch” on the initial Work with CU Budget screen.

Use this feature if you are planning to close a branch during the budget year. This simply changes all of the budget figures for a particular branch (all G/Ls) to $0.00, starting as of a month you specify. This feature does NOT close a branch on CU*BASE; it simply clears amounts from your budget spreadsheet, starting with the month you specify and continuing through the remainder of that budget year. (Once this is done, keep in mind that you can still go back in and manually enter new budget amounts for individual G/Ls for that branch, if you wish.)

Choose a branch number and enter the last month and year that branch will be open on your books. Use Enter to proceed; one confirmation message will appear. All G/L accounts for this branch will be set to $0.00 in your budget records.

For complete instructions on importing data into your CU*BASE budget, refer to the Budgeting with CU*BASE booklet.