Budgets

How to update a Budget from actuals

Steps:

  1. Navigate to Accounting > Budgets > Expense Budgets. 
  2. Click on UPDATE FROM ACTUALS
  3. Enter the following information
    Maria Large Knowledge Base Template -Jun-30-2023-02-25-04-9975-PM
     
    Field Description
    Budget Year  Select a budget year to be updated. 
    Budget Version Select a budget version to be updated. 
    Accounting Month Enter or select an accounting month 
    Update

    Select the type of budget to update

    • Expense Budget
    • Client Budget
    • Both
     Accounting Year  Select the accounting year. 

     

  4. Check the Offices for which budgets you want to copy over. 
  5. Click OK