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Next Generation - Duplicate a budget

Instead of having to type in new budgets revisions for each year, you can duplicate the budget you have set up for a specific year for the same nominal accounts by using the Duplicate option on the Budgets screen.

To access the Budgets screen follow the steps below:

  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. On the Advanced Filter panel add your search criteria to find the record or records you wish to duplicate.

  3. Select the check box in front of the record or records that you want to duplicate and then click on the Duplicate button at the bottom of the screen.

  4. Select a Year on the Duplicate Budgets screen and click Save.

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