Only users with access to Settings and Manage Budgets will be able to complete the following steps.
- Select Settings
- Click Manage Budget from under the Finance tab.
- Select the Department to which you’d like to add a budget.
- Click the Options icon on the right-hand side of the appropriate Account Code.
- Click Edit Budget in the pop-up menu.
- If this is a new Budget fill in the Budget Amount and Budget Start Date and Budget End dates. If you're updating an existing Budget, update the Budget Amount and/or the Budget Start Date and Budget End dates.
- Click Save Budget and you’re done!
Note: You must have Departments and Account Codes set up before you can create a Budget. To import new Budgets in Bulk, review the following article.