How to do Budget

Log in pcFinancials
Select Budget Tasks → Enter Budget (A list of budget items linked to this account displays)
Select a report → Open
Adjust the figures inside the report
Click Send and wait for the triangle sign to disappear (Data is sending to the server.)
Click Refresh button
To the “Refresh Input Schedule Also?” message, click on Yes
1. Click Submission
2. Click the Submit to arrow
3. To the “Do you want to send an email?” message, answer No
4. Verify that the version has been submitted (The yellow cells should turn white and be locked for input.)
Click Close button (The input schedule status changes to Submitted)

Log in pcFinancials
Select Budget Tasks → Enter Budget
Select the report you need to approve or reject → Open
Apply your judgement to the figures then click Submission
1. Click on the green Approved arrow to approve
2. Or click on the red Rejected arrow to reject
To the “Do you want to send an email?” message, click No
Click Close (The budget input schedule is under Status – Approved/Rejected)
1. The rejected input schedule is available for input
2. The approved input schedule is no longer available for input

Log in pcFinancials