Using the Sweep Function

Guide Steps

  1. Navigate to Loans > Budgets using the Navigation window or the Loans > Overview shortcut and click the New button to create a new budget record for the desired loan.Sweep - 1
  2. In the Budgets Edit window click the Actions button and select Sweep Balances into a Single CodeSweep - 2
  3. Select the sub/lot, category, and fund source of the line items you are sweeping
  4. The Potential Line Items field at the bottom shows the line items tied to a fund sourceSweep - 3
  5. Then select the line item, sub/lot, and new fund source you are sweeping those amounts into
  6. Once finished click the Continue button
  7. When back in the Budgets Edit window review the newly swept line items and click Accept button