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How to update a Budget from actuals
Steps:
- Navigate to Accounting > Budgets > Expense Budgets.
- Click on UPDATE FROM ACTUALS.
- Enter the following information
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. - Check the Offices for which budgets you want to copy over.
- Click OK.