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Budgets

Departmental Budgets and Reforecasts | Correcting Mistakes

If a departmental budget has been saved with mistakes (for example, $1,000 was entered instead of $10,000,) you can correct the budget or reforecast so that the error does not create inaccuracies in future reports.

Editing a locked departmental budget or reforecast

To correct mistakes in a departmental budget or reforecast that has been locked, first change the budget's Last Edit Date. Then you can open the budget and correct the mistake.
Change the Last Edit Date
Required role | Only a company system administrator or higher can change a budget's Last Edit Date.
  1. Click
    Financial > Budget Admin
     in the left navigation.
  2. Open the budget you need to correct.
  3. For Last Day Editing Allowed, enter a new date. If you will edit the budget immediately, enter today's date.
  4. On the toolbar, select
    Save & close
    .
  5. In the confirmation dialog box, click OK.

Correct the budget

  1. Open the applicable matter then click
    Budget
    .
  2. Select the applicable budget from the drop-down list then click
    Change View
    .
  3. On the toolbar, click
    Edit current budget
    .
  4. Enter an explanation for changing the budget.
  5. Scroll past any blank budget fields until you see the historic budget figures. For example, if you are correcting a 2017 budget in 2019, you must scroll past the empty 2019 and 2018 fields before you see the 2017 budget.
  6. Correct the budget mistake.
  7. On the toolbar, select
    Save & close
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Budget
  • Audiences: Company

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