Add or Edit Budget

Only budgets that carry a record type of Detail can have a budget added, edited, or deleted.

  1. Display accounts using the Display Accounts instructions above.
  2. Use the Find field and Find Button to locate the account for which you want to add or edit a budget.
  3. Select the number link in the Account # column. The budget tab displays.
  4. Use the Budget Tab field list to complete the tab.
  5. Select the Save button. The setup tab displays again.
  6. To continue, select another option from the menu.

Navigation

Budgets Tab