Two tips of what NOT to do in the GP budget module!
1. Don’t overlook the padlock
Does everyone need access to see or edit the budget in the GP Budget Module? You can restrict access to the Budget Maintenance window and Single Account Budget Maintenance window to only those that need access (essentially lock). Open the Budget Maintenance window (and/or Single Account Budget Maintenance window), and click on the padlock icon to the right of the Budget ID. Here you can assign a password to prevent unintentional budget edits and/or deletions.
2. Never click delete
When closing the budget maintenance window in the GP Budget Module, the delete button will delete the ENTIRE BUDGET – not just the account in focus. There is no undo! When in doubt, click the save button. The delete button in the single account budget maintenance screen deletes the accounts budget vs. the actual unsaved changes. Again, when in doubt, click the save button.
For more information on using the GP Budget Module, contact us today!