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Edit an Existing Budget View


To edit an exist budget view. 

Things to Consider

  • Required User Permission: 'Admin' on the company's Admin tool.


  1. Navigate to the company's Admin tool.
  2. Click Budgeting Configuration in the right pane.
  3. Select the Budget view you would like to edit.
  4. Make desired changes. See Set up a New Budget View.
  5. Click Done to save changes and return to the Budget views index page. 
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