Goal:
- how to end a budget
- how to cancel a budget
The following article outlines how to no longer use the Budget feature for a particular Account Code. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.
Steps:
- Select SETTINGS
- Select Manage Budgets
- Select the appropriate Location - Department
- Click the [...] button next to the Budget you'd like to close
- Select Close Budget
Additional Information:
- Why do Budgets with Elapsed Time Periods remain Active?
- Please note that even if a Budget is closed for a particular Account Code, users will still be able to access the Account Code itself. Learn to restrict access to an Account Code.