Finance Module How Tos
Access a Budget Item Attachment
To access an attachment associated with a specific budget item, go to the Active Tab of the Budge...
Add a Budget Alert
Budget alerts can only be added to active budgets. To add a budget alert, locate the budget you w...
Add a Budget Item
To add a budget item to a specific budget, go to the Active Tab of the Budgets Page in the Financ...
Add a New Budget
To create a new budget within the Finance Module, go to any tab on the Budgets Page and select th...
Approve / Reject a Budget Item
To approve or reject a budget item, go to the Active Tab of the Budgets Page in the Finance Modul...
Archive a Budget
Both an active budget and a closed budget can be archived. To archive a budget, locate the budget...
Close a Budget
Only active budgets can be closed. To close an active budget, go to the Active Tab of the Budgets...
Create a New Module Level (Finance Module)
To create a customized module level in the Finance Module, go to the Access Levels Tab in the Sit...
Edit a Budget
Only active budgets can be edited. To edit a budget, go to the Active Tab of the Budgets Page in ...
Edit a Budget Item After Submission for Approval
Go to the Active/Closed/Archived Budget Table and click the title of the budget you wish to edit,...
Resubmit a Budget Item for Approval after Edits are Made
A Budget Item must be unlocked for edits to be made. WIKI LINK HOW TO: UNLOCK A SUBMITTED BUDGET...
Set / Edit a Budget's Approvers and Approval Notifications
You can only edit approvers and approval notifications for an active budget. To set or edit a bu...
Submit a Budget Item for Approval
Budget items can only be submitted for active budgets. To submit a budget item for approval, go t...
Unlock a Submitted Budget Item for Editing
In order to edit an approved budget item, any existing approvals and rejections regarding the bud...