Manual Adjustments

A Budget Period can be manually adjusted on a period by period basis for each General Ledger (GL) Account. Use this method when you want to make changes to a limited number of GL account and Budget Periods.

As you will see, making changes this way comes in the form of a grid with inline editing capabilities. Each row designates a GL Account and each column a Budget Period.

1. Select View > Accounting > Budgets to navigate to the Budget list screen.

   

2. Click the View link located in the  Period Allocation column.

   

3. Click in the edit box for any combination of GL Account and Budget Period and enter a new value.
   

   

4. Tab out of the edit box to have your changes saved automatically.