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=====Budget Lines=====
====Uses=====
**Budget Lines** are allotments of funding that will be used to reimburse claims. Budget Lines (BL) may be broken out by:
  - Partner Accrual Accounts
  - Strategic Investment Accounts

====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). 

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 accounts?** For 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.  For Strategic Investment accounts, you would click on the 'Intra-Budget Transfer' button which will allow you to make this edit.

  * **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.

  * **When I roll over monies, what accounts are they tied to beneath the new budget line?** They are tied to like accounts. For example, if it is a roll over of a partner accrual account - the money would be tied to the same partner as the originating account.

  * **Are the Fiscal Period and Deadline dates informational or do they have a functional purpose?** Both are informational in nature. This was done intentionally for flexibility purposes.

  * **I noticed little down arrows on the account list and search buttons. Are they meaningful?** Yes, there are embedded options when you click on that arrow.

  * **When I am adding/deleting funds from an account, there is a description field. Where does that description show up?** That description will show up on the Account Detail screen, when that particular budget line is selected. To get there, click the name of the account when it is listed beneath a BL.
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