Goal:
- how to end a budget
- how to cancel a budget
The following article pertains to Legacy Budgets. See this article for how to identify which version of budgets your domain is currently using. If you wish to upgrade from Legacy Budgets to our new Budgets, please reach out to a Procurify representative.
In this article we refer to “Location” and “Department”. Your domain may have different labels due to custom organizational categories. Learn more here
Steps:
- Select Settings
- Select Manage Budgets
- Select the appropriate Location and 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.