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  • December 22, 2022 21:40
  • Updated

How to close a Budget

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:

  1. Select Settings
  2. Select Manage Budgets
  3. Select the appropriate Location - Department 
  4. Click the [...] button next to the Budget you'd like to close 
  5. 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.
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