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Revenue Tracker - Update a Budget Version

Copy the Revenue Tracker details and have it automatically update the Budget version

 

A Budget Version needs to be created prior to being able to copy a Revenue Tracker Version

For detailed steps on how to create a Budget Version click here

To copy a REVENUE TRACKER VERSION to a BUDGET VERSION

Steps: 

Starting from the main screen

1.     Navigate to ACCOUNTING > Budgets > Revenue Tracker Version

Knowledge Base Template (1)-Feb-17-2023-01-51-06-0345-PM

2.     Select an IDKEY hyperlink for the Budget Version that needs updating 

Large Knowledge Base Template (688 × 250 px)

3.     Select the Update Client Budget hyperlink

Large Knowledge Base Template (688 × 250 px) (1)

4.     Enter the following information and select OK 

Large Knowledge Base Template (688 × 250 px) (3)

  Field Description
a Enter or Select a Budget Year 
b Enter or Select a Budget Version
c Enter From Month 
d Enter To Month 
e Select the Offices