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How to search for a Client Budget

This guide explains step by step how to search for a client budget.

Step by Step Guide:

1. Navigate to ACCOUNTING > Budgets > Client Budgets.

2. Use the Filters to narrow down your search, or scroll through the list of ID's.

The Client Budgets screen will display up to 50 records on each page.

Tip: Click on the Layout button to select which columns appear on the page, as well as determine the column and sort order. Click here to learn more.