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

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MIP Budget for Accounts Payable: Adjustments

Planning considerations and options for making adjustments to your MIP Budget.