Viewing a Budget

There are several ways to view a budget.

Document Enquiry

Budget Reports on MyReports

Document Enquiry

  1. Select EnquiriesDocument Enquiry.

  2. Under Transaction Type, de-select Actuals, then select Budget.

  3. Select Periods > then select Period Range.

  4. Select All from the Period Range list, then select OK.

  5. The Budget - Document Enquiry displays all budget transactions. Select + to expand the documents to display the budget details.