Prior to loading any Budget Transactions created with the UGA Budget Management tool, you will want to review it to ensure accuracy and add notes as needed.
This section shows how you can review a transaction, modify it, if needed, and add notes.
In this article, you will learn to review and modify a pending amendment in the UGA Budget Management System.
First, log into the Budget Management System.
Begin by opening the correct Application. Use the following for the UGABUD application.
Applications > Planning > UGABUD
Click the UGABUD menu.
Click the Expand icon to open the Forms panel.
When the Form Folder opens, click the Expand link to view the available forms.
View the Amendment forms.
A list of Forms in Amendments is shown.
Click the Pending Amendment Review menu entry.
Enter appropriate information into the Notes field.
Example shown here: " Add a Note ".
Click the Save icon.
A message appears to let you know that the note has been saved.
You can modify an expense amendment amount.
Right-click the Amount cell that you want to modify.
A menu is displayed.
Enter the new amount to modify the amendment. The number must be non-zero and must be a positive number.
Enter appropriate information into the Modify Amount field.
Example shown here " 9500 ".
Click the Modify Amount button.
A message appears to indicate that the modification was successful.
You can also modify a revenue amount.
Right click in a cell associated with revenue for an amendment..
Click the Modify Amendment Amount menu entry.
Enter appropriate information into the Value field.
Example shown here " 4800 " in the Value field.
You can also delete an amendment.
Right-click on a cell in the amendment.
Click the Delete Amendment link.
The Runtime Prompts page displays the amendment to delete.
A message appears indicating that the deletion was successful.