Performing End-of-Month Procedures

Processing Budget Plans

When budget plans are set up, a specified amount is designated to be payable each month. That amount is added to the budget plan balance. To add this monthly amount to the budget plan balance, you must run Budget Plan processing. For information on setting up budget plans, see Setting Up Budget Plans.

To process budget plans:

1. Select Billing > Budget Plan Processing. The Budget Plan Processing window is displayed.

2. Click Process. A confirmation window is displayed.

3. Click Yes. Budget plans are processed, and the Print window is displayed.

4. Click Print.