Money we have set aside and promised to pay is called an Encumbrance. Money we have set aside to pay our employees is called a Labor Encumbrance. An Encumbrance (or Labor Encumbrance) is simply money to pay a future expense. No check is issued and no payment is made when an encumbrance is created. An encumbrance is just a committment to pay. The Transaction changes from an Encumbrance to an Invoice when it is paid. You can view your Encumbrances, or promises to pay, by using the following queries. Please note: You must have Payroll security for your department to view this information.
Find how much you have promised to pay using the following queries:
- Budget Status Query
- Labor Encumbrance Download
Budget Status Query
- Under the Financial Queries menu, open the Budget Status query for your Fund and Orgn.
- Expand the Account Summary section.
- Your Encumbrance Balance by account can be seen in the Labor Expenditures account section.
- By clicking on the 'PR' in the 'YTD Activity' column, you can view the amount on labor so far this year by account.
- Scroll down and expand the Labor Encumbrance Detail section to view the amount encumbered for each