WorkBook

Display the Financial Budget Setup Pane

You display the Financial Budget Setup pane in the Financial Budget submodule in the General Ledger module under Finance & Administration. WorkBook also displays the Financial Budget Setup pane automatically when you create a budget on the Budget List tab of the Financial Budget submodule.

To display the Financial Budget Setup pane:

  1. On the main toolbar, click Finance & Administration .
  2. In the left pane of the Finance & Administration screen, click General Ledger > Financial Budget.
  3. If you have more than one company in your system, use the drop-down list above the left pane to select the company that owns the budget for which you want to display the Financial Budget Setup pane.
  4. On the Budget List tab, select a budget, and click in the top-right corner of the grid.