How to Post a Budget Entry

To Post a Budget Entry, the budget entry must balance to zero. If the Budget Entry is not in balance, the Post action will not be available.

Use the following steps to post 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.

6. Click on the Action drop-down menu beside the corresponding budget entry and select Post.

7. A message will display confirming the budget entry posted.

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