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Budgets - How to Copy from One Version to another

This guide shows how to copy an existing budget version to a new one in Counta, streamlining revisions and ensuring consistency.

Step by Step Guide:

1. Navigate to Accounting > Budgets > Expense Budgets

2. Under Filters, select the Office where the budget will be copied for.

3. Tick the box of the Expense Budget that will be copied.

4. Click 'Copy' on the lower left section of the screen.

5. In the pop-up window, set the budget version to be copied and specify the target accounting year. Then, click 'Copy'.

Tip: The same steps can be followed to copy a Client Budget. Simply navigate to Accounting > Budgets > Client Budgets, and follow the same process.