How to Finalize a Budget

How to Finalize a Budget

  1. Open the General Ledger Program
  2. Click Yearly Budgets link in the Primary Task box (upper left corner)
  3. Double Click the year to finalize (This should be the only year with the budget status = "Preliminary")
  4. Click Finalize Budget located on the Tools tab on the left side bar
  5. Click Yes button
  6. Click OK button

For Additional Assistance
Contact the Pontem Software Help Desk
Toll-free: 888.237.8531 FAX: 517.663.2166
Mailing Address: 215 Dexter Road, Eaton Rapids, MI 48827

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