Next Generation - Access the Action Panel from budgets

You can access different areas of the system directly from a budget record.

To open the Action Panel:

Click Financials then click Budgets.
Select the checkbox for the record you wish to work with.
Note: The Action Panel automatically opens from the right hand-side of the screen which gives you access to different action cards depending on your permissions.

Tabs	Description
Action	Available when you select single or multiple records. More actions are available when you select a single record. The cards at the top section of the tab represent transactions with this icon while the bottom part represents enquiries with this icon . You're able to access the cards which are security profile permission driven on the Actions tab.