Run budget template
To add data to a new budget template or update an existing budget template with new data, you must run the budget template.
To do so:
-
Open the budget template using one of these methods:
- Click on the budget template thumbnail.
- Select the budget template from the list, and click on the three dots
, on the bugeting card. Choose Open from the dropdown list.
- Click the budget template in the list.
-
Click
to select/edit the relevant parameters for the budget template.
-
Click Run. The budget template is updated.
Se also: Drilldown and voucher view
Last modified May 27, 2025