Add a Budget Item

To add a budget item to a specific budget, go to the Active Tab of the Budgets Page in the Finance Module. Open the specific budget either by clicking the name of the budget or the eyeball icon in the action column of the desired budget.

The icon opens the specific budget, showing the Budget Item Per Budget Table.

Select the “Add Budget Item” button to the right of the budget header opening the Add Budget Item Modal.

Include the Budget Item Name and the Date. Include the invoice number, amount, and associated attachments. Multiple attachments can be included, but at least one is required. All fields, with the exception of notes, are required by the modal.

Select “Add Budget Item” from the bottom of the modal, and the budget item will now appear in the budget specific Budget Item Per Budget Table and can be submitted for approval (if approval is enabled).

How To: Submit a Budget Item for Approval

Budget items can only be submitted for active budgets. To submit a budget item for approval, go to the Active Tab of the Budgets Page in the Finance Module. Open the specific budget with the budget item that needs to be submitted for approval either by clicking the name of the budget or the eyeball icon in the action column of the desired budget.

This opens the budget, showing the Budget Item per Budget Table.

To submit the budget item for approval, select the clickable link “Submit for Approval” in the Approval Status column.

The approval status now shows how many of the required approvals have been granted. The comment icon shows the date and time the budget item was submitted for approval.

Account Module How Tos

Add an Access Level for an Individual

Archive a User Account

Bulk Import Account Information

Create a New Channel

Customize Your Default KAStrack Login Screen

Deactivate a User Account

Delete a Channel

Edit a Channel

Edit an Employee's Supervisor

Edit Your Individual Email Alert Preferences

Edit Your Individual Email Report Preferences

Edit Your Personal Account Info

Export User Account Information

Manually Approve/Deny User Registrations

Create an Individual New User Account

Permanently Delete a User Account

Reactivate a Deactivated Account

Reset the Password for Another User

Reset Your Own Password

Restore an Archived User Account

Actions Module How Tos

Add A Budget Alert for an Action Group

Add a Budget Approver Group in the Actions Module

Add Actions to an Action Group Template

Add Comments to an Action

Archive an Action Group

Assign an Action

Assign an Action Approver

Assign Interested Parties to an Action

Bulk Edit Selected Actions

Copy a Workflow

Copy an Action Group Template

Create a New Action

Create A New Action Group Template

Create a New Action Group

Create a New Budget Approver Group

Create New Module Levels (Actions Module)

Create New Workflow

Delete a Budget Approver Group

Delete a Workflow

Delete an Action

Delete an Action Comment

Delete an Action Group

Delete an Action Group Template

Edit a Workflow

Edit An Action Group

Edit an Action Group Status

Edit An Action Group Template

Edit an Existing Action

Export Action Groups in a CSV File

Import Bulk Actions

Upload Files to An Action

Assets Module How Tos

Access an Asset's PDF Data Sheet

Access an Asset's QR Code

Add a Meter to an Asset

Add a New Manufacturer

Add Components to a Parent Asset

Add Fields to an Asset Type

Add Interim Notes to a Task without Completion

Add Meters to a Task Template

Add Tasks to a Task Template

Apply a Task Template to the Task Schedule

Archive an Asset or Component

Assign/Unassign Users and Certification Roles to an Asset

Attach an Asset Library File to an Asset

Bulk Assign / Unassign Assets

Bulk Export Asset Information

Bulk Import Asset Information

Change a Manufacturer's Name

Change a Task Template Name

Change an Asset Type Name

Change the Status of a Meter Type

Clean Manufacturers

Copy and Rename a Task

Copy and Rename a Task Template

Copy and Rename an Asset

Create a Meter Type

Create a New Asset