Search for a Finance Budget

You can search for specific finance budgets in the Financial Budget submodule using keywords.

To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To search for a budget:

  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 finance budget that you are looking for.
  4. On the Budget List tab, enter a keyword in the Search field at the top of the grid.
    WorkBook displays the budgets that contain the keyword.