How to Modify a Budget Voucher

Use the following steps to modify multiple budget entries:

1. Click on the Business tab, click Budget, and select Budget Voucher.

2. If applicable, click on the calendar icon to enter the Start Date.

3. If applicable, click on the calendar icon to enter the End Date.

4. If applicable, in the Status Type section, select any of the following selection boxes: Work in Progress (selected by default), Approved, Sent for Approval, and/or Rejected (selected by default).

5. If applicable, in the Originated By section, select one of the following radio buttons: All or Me (selected by default).

6. Click on the Search button.

7. Click on the Action drop-down menu beside the corresponding budget voucher and select Modify.

8. If applicable, in the Budget Voucher Edit screen, click on the Account Parent drop-down menu to select an alternative option.

9. If applicable, enter or update the Global Description. This will update the Description column for all line items.

10. If applicable, enter or update the Global Reference. This will update the Reference column for all line items.

11. If applicable, enter or update the amounts in the Transfer ($) column for each line item to move funds out of and into different G/Ls.

Note: The Difference must equal zero to allow budget transfers to be sent for approval.

12. If applicable, enter or update Description and/or Reference columns individually for each line item.

Note: Click on the Delete icon to remove a line.

13. 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.

14. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

15. Click on the Save button to save the budget voucher or click on the Send for Approval button to save and send the budget voucher for approval. Click on the Undo button to remove all input information and reset the fields to their default values, or click on the Cancel button to return to the Budget Voucher Management screen without saving changes.

16. If Send for Approval is selected, In the Submit Budget Voucher for Approval dialog box, click on the Approver drop-down menu to select an option.

17. If applicable, enter a note in the Note field.

18. Click on the OK button or click on the Cancel button to cancel the send for approval process.