Search for a Budget Account

You can search for specific budget accounts in the Financial Budget submodule using keywords.

To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To search for a budget account:

  1. On the main toolbar, click Finance & Administration .
  2. In the left pane of the Finance & Administration screen, click General Ledger > Financial Budget.
  3. If you have more than one company in your system, use the drop-down list above the left pane to select the company that owns the budget account that you are looking for.
  4. On the Budget List tab, select the budget that contains the budget account that you are looking for.
  5. On the Account Budget tab, enter a keyword in the Search field at the top of the grid.
    WorkBook displays the budget accounts that contain the keyword. The changes you make on the Account Budget tab are applied to the budget that you selected on the Budget List tab.