Budgets dialog

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Workpapers CS includes five different budget balance types for storing balances. The Budgets dialog enables you to modify the default descriptions for these types to better fit your client's setup. During the process of advancing the period or closing the year, you can choose which of these budget amounts to carry forward to the next year.

Choose Setup > Clients or Setup > Client Templates and click the Accounting Information tab. In the Balance Information section, click the Edit button associated with the Budgets field.

Fields & buttons

Related topics

Advancing the posting period for a client

Setting up budgets

Top of page

Share This