Approve Budget Amendment - FIN8025

Finance > Budget Amendment > Approve Budget Amendment

This page is used to retrieve, return, and approve budget amendments that have been submitted through the workflow process as set up in the District Administration application. The page consists of three sections: amendment information, detail information, and summary information.

Approve a budget amendment:

Retrieve an existing record.

Search for a record.

Under Amendment Information:

The Budget Amendment Maintenance fields are displayed.

Click Path to display the approval path, which allows you to insert an approver. Only users who are set up on the Security Administration > Manage Users page with an employee number are displayed in the autosuggest drop down.

Select Board Approval Required to prevent the amendment from automatically posting to Finance when the amendment is approved by the final approval (as set up in District Administration). When Board Approval Required is selected, you must manually post the amendment transaction to the Finance > Budget Amendment > Post to General Ledger page.

Click Return to disapprove the amendment and return the amendment to the originator.

Click Skip to continue to the next amendment without returning or approving it.

Click Approve to approve the amendment and forward the amendment to the next approver in the path.

Other functions and features:

Retrieve	Retrieve data. The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.
Print	Print data. Review the report using the following buttons: Click to go to the first page of the report. Click to go back one page. Click to go forward one page. Click to go to the last page of the report. The report can be viewed and saved in various file formats. Click to save and print the report in PDF format. Click to save and print the report in CSV format. (This option is not available for all reports.) When a report is exported to the CSV format, the report headers may not be included. Click X to close the report window. Some reports may have a Close Report, Exit, or Cancel button instead.
	Delete a row. Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. Click Save.
Documents	View or attach supporting documentation.