Budget Adjustment

Make any adjustment to existing budget in the system. Adjust the amounts under specific months or multiple months uploaded under a business entity and fiscal year.

Navigation

1. From the homepage, go to Finance module.

2. Navigate to the Budget and select Budget Adjustment.

Guide

1. Click the Create New button.

2. Select the Business Entity and Fiscal Year and input the Reason.

3. Under the GL Accounts Adjusted, click the Add new GL Accounts and select the GL account from the list.

4. Update the budget for a specific month or multiple months and you can see the Total Adjustment Amount update. 

5. Once done, click the Submit for Approval.

Note:

• For budget revision, users can upload a new budget in the system.

Related Articles

• Budget
• Budget Reallocation
• Encumbrance