Skip to main content

Employee Expense Budgeting - How to add accounts on a budget template

By default, only Account(s) that are active will be displayed on the Budget Template Details screen at the Company Level. Click in the Account section, to display all Accounts setup in the system.  I

Updated over 2 weeks ago

By default, only Account(s) that are active will be displayed on the Budget Template Details screen at the Company Level. Click

in the Account section, to display all Accounts setup in the system. If the Account section is not displayed on screen, press

save.png

for it to appear.

To select an account, tick the checkbox beside it. After selecting the account(s) that should be associated to the Budget and press

save.png

.

Did this answer your question?