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How to close a Budget (Legacy Budgets)
How to close a Budget (Legacy Budgets)
Updated over a week ago

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:

  1. Navigate to Settings → Manage Budgets

  2. Select the appropriate Location and Department

  3. Click the [...] button next to the Budget you'd like to close

  4. Select Close Budget

Additional Information:

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