Manually Update Budget Assignments
A budget can be assigned to or updated for an application manually. When the budget is changed, it will become the default option for new payments moving forward warranting no budget assignments exist.
Tip: Set up budget automation to avoid manually assigning a budget to applications in the future. Learn more.
Note: Clients that have enabled Reserved Funds in their account will have the option to select the Reserve funds for new budget and funding source option when choosing the new budget from the Update Budget screen.
Individual assignments
-
Navigate to the Applications area.
-
Find the application to be updated in the Applications table.
-
Select Budget assignment from the item’s options.
-
From the Update Budget screen, select the Budget and funding source to use for this application.
Future payments for this application will come from this new budget.
Tip: This can also be done by selecting the Budget assignment option from the Application View page.
Bulk assignments
You can assign a new budget to multiple applications using the Bulk Action toolbar. These applications must be for the same program.
-
Navigate to the Applications area.
-
Select the checkbox next to the applications to be updated in the Applications table.
-
Select Budget assignment from the toolbar.
-
From the Update Budget screen, select the Budget and funding source to use for this application.
Future payments for these applications will come from this new budget.