| Step |
What to do |
| 1 |
Enter EFCR on the Main Menu and hit enter. |
| 2 |
The cursor should be on the first digit of the account number. Enter the full accounting unit (FAU) and hit enter. |
| 3 |
The cursor is now on the first line of the encumbrance information. Enter the amount you want to encumber.
|
| 4 |
Tab to description and enter the description (for example, you might enter the date range of the encumbrance). |
| 5 |
Tab to reference and enter information (for example, you could enter the employee's name). |
| 6 |
Tab to reversal date and enter ending date of the encumbrance. It is best to use the end of the month since this data is only updated once a month when payroll is posted. |
| 7 |
Hit enter to invoke edits. |
| 8 |
Hit F5 to update. |
