Currently, there is no option in Budgeting workflow elements to Post a general budget reservation. Instead, a user must complete the approval workflow step, wait for workflow to complete, then post the general budget reservation manually. This can be time consuming when processing large volumes of general budget reservations. We post approximately 2000 GBRs a year. Having a automated task available within budgeting workflow elements would allow us to update budgeting workflows for general budget reservations, adding a step to post the general budget reservation. This will eliminate the need for users to wait for workflow to process and then manually post the general budget reservation resulting in significant time-savings. We currently already use a similar process for vendor invoices (workflow) which does include an automated task workflow element "Post vendor invoices".

Category: Budgeting
Needs Votes



Montgomery County would love to have this too!

Category: Budgeting