Associating Employees with Ledgers for Budgetary Estimates

Budget Proposal Configuration

This is basic configuration to define the budget proposal authority for each department/cost center.

Prerequisite

• Institute finance policy should be created.
• Financial year should be created.
• Budget title should be created.
• Group and subgroups should be created.

Role

Finance Admin

Path

Budget » Budget

Functionality

• Budget proposal authorities can be defined for configured groups and subgroups.
• Finance admin able to add the proposal authority for each ledger under the configured group.
• Finance admin able to remove/change the proposal authority for each ledger.
• Proposal authority names will be highlighted with green color.

Step by Step

Add Budget proposal authority