Approve and Revised Budgets

Navigation: Corporation Details > Budgets
Purpose: To Approve Budgets and Revise Approved Budgets

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To Approve a Budget

1. • Click on the Budget to be approved
   • Click on Approve
   • Click Yes

NOTE: You must have user permission to Approve Budgets.  Once a Budget is approved, the only way to make changes would be to Revise the Budget.

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To Revise an Approved Budget

1. • Click New Budget
   • Enter the Budget Start Year
     NOTE: The date should be the same as the previous Approved Budget
   • Select From Previous Budget
   • Use the Drop-Down to Select the Previous Budget and press OK

NOTE: Approved Budgets can not be edited, a Revised Budget must be created. A System Validation will pop up indicating "A Budget already exists for this year" where you will be asked if you want to create a Revised Budget.

• Click OK to create a Revision to the Budget.

NOTE: Revised Budgets will have "(Revision)" suffixed in their Budget Period