Adding and Editing Budget and Amendment

This topic describes the following:

Add Budget

Edit Budget

Add Amendment

Add Adjustment

Add Budget

Steps to add a new budget to an account

1. In the Accounting Tab, search for and view the account for which you wish to create a budget.
2. Click the Add New Budget button.
3. Enter the relevant information in the Create New Budget Information dialog box.

Required fields are marked with a red *.

4. When finished, click one of the following:

Edit Budget

Steps to edit an existing budget for an account

1. In the Accounting Tab, search for and view the account for which you wish to edit a budget.
2. Click the Edit link next to the budget you wish to update.
3. Update the relevant information in the Edit Budget Information dialog box.
4. When finished, click one of the following:

Add Amendment

Steps to edit an existing budget for an account

1. In the Accounting Tab, search for and view the account for which you wish to edit a budget.
2. Click the next to the budget to which you wish to add an amendment.
3. Click Add New Amendment and enter the relevant information in the Add Budget Amendment Information dialog box.
4. When finished, click one of the following:

Add Adjustment

Steps to edit an existing budget for an account

1. In the Accounting Tab, search for and view the account for which you wish to edit a budget.
2. Click the next to the budget to which you wish to add an adjustment.
3. Click Add New Adjustment and enter the relevant information in the Add Adjustments to Encumberances Information dialog box.
4. When finished, click one of the following:

Related Topics

• Search Accounts
• View/Edit Accounts
• Create New Account