Manage budget codes

Users with the Manage District Settings user permission can add, edit, inactivate, and reactivate budget codes. Once budget codes are set up, you can select one when you receive or edit a payment. They also appear on the Revenue Report.

To add a new budget code:

1. Select Admin > Manage Budget Codes. The Manage Budget Codes page appears.

   

2. Click Add Budget Code. A pop-up appears.

   

3. Enter a budget code and description.
4. Click Save.

To manage an existing budget code:

1. Select Admin > Manage Budget Codes.

2. Next to the budget code you want, do any of the following:

   To...	Then...
   Edit a budget code	a. Click . b. Make any desired changes. c. Click Save.
   Inactivate a budget code	a. Click . A confirmation pop-up appears. b. Click Yes.
   Activate a budget code	a. Click . A confirmation pop-up appears. b. Click Yes.
   Delete a budget code Note: You can only delete a budget code that is not used.	a. Click . A confirmation pop-up appears. b. Click Yes.