Editing Budgets

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Budget is an estimate of income and expenses for a certain period. Companies plan budgets in advance and maintain or adjust them as necessary.

This article will show you, an Accounts Payable Employee, how to edit your company's budgets.

Step 1: On your Certify homepage, click the Purchasing tab.

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Step 2: Click Go to Purchasing.

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Step 3: This is your Purchasing dashboard. Click the Budgeting tab.

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Step 4: In the Budgeting box, click Configure/View Budgets.

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Step 5: This is the View and Edit Budget Figures page. Choose which Fiscal Year and which Department you'd like to edit the budget for by choosing from the drop-down menus.

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Step 6: Click Submit.

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Step 7: To edit a a budget, click the Pencil icon.

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Step 8: You can now enter in the appropriate budget amounts per month. When complete, click Update to return to your full budgets list.

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