Budgets are not static, and change is inevitable. Learn how to make adjustments to a posted budget using two different methods. Discover when to use Enter Budget Transactions vs. Budget Worksheets. This session includes a special focus on planning considerations prior to making changes to your existing budget.
By the end of the session, you will be able to
- Determine the prerequisite knowledge needed to accurately adjust your existing budget
- Enter Budget Transactions in a Session/Document style, or
- Use the Budget Wizard to create a Revisions Budget Worksheet
For additional training topics and coaching, please view below.
Course Level: Basic
Prerequisites: Budget Worksheet Creation and basic knowledge of general ledger
Instructional Method: Self paced online training - recorded session
Estimated Time to Complete: 30 Minutes