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=====Budget Lines=====
====Uses=====
**Budget Lines** are allotments of funding that will be used to reimburse claims within a period of time. For each Budget Line (BL), the application provides the ability to either break the budget amount out by:
  - Partner Account - dubbed **Partner Accrual**
  - Focus Area - dubbed **Strategic Investment**

====Types====
===Partner Accrual===
This type of BL has its monies tied to individual partner accounts. Adding/subtracting from these accounts may be done by file upload or by manual credit/debit.

When doing a file upload, you can subtract from an account, by including a negative number in the file template (i.e. -500). FIXME //[need confirmation]//

When making a manual edit, a useful bit of functionality is the **List All** partners feature. Additionally, if you click on the down arrow of that button, you can specify whether you wish to see **Active** partners or **All** partners.

===Strategic Investment===
The **Strategic Investment** Budget Line consists of individual accounts that are made up of shared funds. These shared funds are made available to internal **Trustees** who may use this money for reimbursement activities.

The individual accounts are Admin maintained and are intended to represent the subcategories of the overall budget. For example, you may have a "Q1 Budget" with "Print Ad", "Television", and "Radio" sub-accounts. As claims for Television commercials come through, you may wish to use the "Television" sub account to reimburse them. 

You may Add/Subtract funds by inter-budget transfers (transfers from one sub account to another) or manual credit/debit.

====Mini-FAQ====
  * **For the BL Partner Account upload template - what accounts are listed?**  The template includes all partners within the application.

  * **How do I transfer funds between partner accounts?** You would click through to the detail screen of a Partner Accrual BL, then click on 'List All' partners. From there you would click on 'Add/Subtract Funds Online' and add funds to the destination account and subtract funds from the source account. 

  * **How do I "roll over" unused funds account balances from one time period to another?**  When you close out a budget line, you will have the option of rolling the funds over into an existing budget line or creating a new one. Of note, a roll over can only be done for budget lines of the same type. Put another way, you may only roll Partner Accrual BLs to a BL of the same type. The same holds true for Strategic Investment BLs.
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