Difference between revisions of "Associating Employees with Ledgers for Budgetary Estimates"

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== '''Step by Step''' ==
 
== '''Step by Step''' ==
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Add proposal authority
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Add Budget proposal authority
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[[File:Budget Proposal Authority.png|center|frameless|950x950px]]
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Latest revision as of 13:03, 8 April 2020

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

Budget Proposal Authority.png
Budget Proposal Authority1.png
Budget Proposal Authority2.png
Budget Proposal authority3.png
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