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Next Generation - Access the Action Panel from budgets

A guide to accessing the Action Panel from the Budgets screen, covering the available action cards and how permissions affect what you can access.

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

To open the Action Panel:

  1. Click Financials and then click Budgets.
    ​Note: The Budgets screen opens listing all your nominal accounts that you have set up budgets for.

  2. 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.

The tabs on the action panel are:

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.

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