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).

WIKI LINK HOW TO: SUBMIT A BUDGET ITEM FOR APPROVAL