Budgets

Budgets - How to Copy from One Version to another

Expense Budgets

Go to Accounting/Budgets/Expense Budgets/Search Expense Budgets

Select the OFFICE you want to copy the Budget for

Select the BUDGET VERSION to the version you want to copy ie Original Budget

Select the ACCOUNTING YEAR you want to copy from as well, if applicable

This will bring up the various expense account budgets in the system for these parameters

Click the check box on the header extreme left , which will check all the individual expense budgets 

Click on COPY button

From the next screen Click on COPY button

Client Budgets
Go to Accounting/Budgets/Client Budgets/Search Client Budgets

Select the OFFICE you want to copy the Budget for

Select the BUDGET VERSION to the version you want to copy ie Original Budget

Select the ACCOUNTING YEAR you want to copy from as well, if applicable

This will bring up the various expense account budgets in the system for these parameters

Click the check box on the header extreme left , which will check all the individual Client budgets 

Click on COPY button

From the next screen Click on COPY button