This guide goes through manually creating new Budgets. See also: Creating and updating Budgets via import.

1. Go to [Budgets] [Balances] then click the green [+] button.

2. In the pop-up, complete the details of the Budget you want to set. Then click [Save].

The Budget for this Department and Account Code combination has now been set.

Note - Creating a new Budget will trigger the system to look at any approved requisitions for the specified month and year and update the 'Spent' and 'Remaining' values.

1. In [Budgets] [Balances] click on the Amount, update the value and press 'Enter' on your keyboard.

Your Budget has now been updated.