Adding/Managing a Payment for a Budget Line Item

Video Tip - Go to the 3:04 mark of the video to view information on how to add a payment to a Budget Line Item.

You can add multiple payments to each line item and track what you have spent for each Budget line item.

To Add a Payment to a Budget Line Item:

  1. Click on the "Budget" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Budget" tool.
  2. Find the appropriate Line Item and click on the "Actions" button in the far right column and select the "Add Payment" option - OR - Click on the "View Details" link next to the Line Item name (which expands the Line Item details) and then click on the "Add Payment" button next to Paid To Date.
  3. Add the payment date; payment amount; and a reference number.
  4. Click "Save" when you are finished.

Once the payment is added it will be subtracted from the Line Item's actual amount to show the amount still due.

To Edit/Delete a Payment for a Budget Line Item:

  1. Click on the "Budget" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Budget" tool.
  2. Find the Line Item, click on the "View Details" link next to the Line Item name (which expands the Line Item details) and then find the payment in question and click on the dropdown arrow to the right of the item.
    • To edit the payment:
      1. Select the "Edit" option; make your edits; and click "Save".
    • To delete the payment:
      1. Select the "Delete" option and confirm.
      2. NOTE: When you delete a payment, it will re-add the sum of that payment to the item's "Still Due" amount.
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