Encumbrance Tracking

Add an Encumbrance

Navigate to Encumbrance Tracking

Select New Encumbrance

Fill in the required information

Select Create to complete or Cancel to exit without saving changes.

Select the Edit icon

Select the Edit button

Fill in the required information

Select Save to complete or Cancel to exit without saving changes.

Close the encumbrance and release the remaining balance back to the appropriation.

An encumbrance can only be closed when there are no pending invoices associated with it.

Select an encumbrance

Select Close ENC

Fill in the required information

Select Confirm Close to complete the action or Cancel to exit without saving changes.

Cancel the encumbrance and release all uncommitted balance back to the appropriation.

Select Cancel Encumbrance

Fill in the required information

Select Confirm Cancellation to complete the action or Cancel to exit without saving changes.

Cancellation is permanent and cannot be undone.