Adding/Managing a Payment for 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. In the Line Items table, find the appropriate line item; scroll to the right to find the "Paid" field; and click on the plus icon.
  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. In the Line Items table, find the appropriate line item and scroll to the right to find the "Paid" field.
  3. Click on the dropdown arrow next to the payment you wish to modify.
    • To edit the payment:
      1. Click on the pencil icon; make your edits; and click "Save".
    • To delete the payment:
      1. Click on the trash can icon 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.

Video Tip - Go to the 5:10 mark of the video to view information on how to add a payment to a Budget Line Item.

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