• In version 7:

    1. Click Records on the Navigation bar

    • If there is an option for Budgets, then Budget Management is installed


    Note: To begin configuring Budget Management, refer to the Budget Management section of the Records Guide (PDF).


    • In version 6:

      1. Open Accounts Management

      • Select File from the drop-down menu

      • Look for Manipulate Budget

      If the option to Manipulate Budget is available then Budget Management is installed.

      Note: To begin configuring Budget Management, refer to the Budget Management Guide (PDF).