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Posted Budget Entries can not be Modified. Once the Budget is posted, a batch is created. The Modify option will not be available.
Use the following steps to modify a budget entry:
1. Click on the Business tab, click Budget, and select Budget Management.
2. If applicable, click on the Start Year/Period and/or End Year/Period drop-down menus to select the year and period to search between.
3. if applicable, select one of the following radio buttons: All or Me (selected by default).
4. if applicable, select one of the following radio buttons: All, Open (selected by default) or Posted.
5. Click on the Search button.
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6. Click on the Action drop-down menu beside the corresponding budget entry and select Modify.
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7. If applicable, in the Budget Entry Edit screen, click on the Add button to add one G/L to the grid or click on the Add Multiple G/Ls button to add more than one G/L.
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If |
Then |
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Add button is selected |
1. Enter the G/L account in the G/L Account column for each line item or click on the Search icon to search for a G/L Account.
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
2. Proceed to the Next Step. |
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Add Multiple G/Ls button is selected |
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
1. Proceed to the Next Step. |
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No button is selected |
1. Proceed to the Next Step. |
8. If applicable, enter or update a budget amount in either the New Original column or the New Revised column for each line item.
Note: The Total Balance must equal zero to allow budgets to be posted to the alloted G/L account(s).
Click on the Delete icon to remove a line or select multiple line items and click on the Group Actions button and select the Delete All option.
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9. If applicable, in the Documents section, update existing files or upload new files by clicking on the corresponding tab.
Note: Refer to How to Upload a File for more information on how to use this feature.
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10. Click on the Post button to post the budget entries to the alloted G/L account(s). Then, click on the Save button to save progress and return at a later date, then click on the Close button to close the Budget Entry Edit process or click on the Close button before clicking the Save button to close the Budget Entry Edit process without saving changes.
Note: Click on the Print button to print budget entry information.
11. If Print is selected, click on the downloaded .pdf file (bottom left corner) to view.
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Note: The options to Save (Download) and/or Print are available.
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