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Delete Budget

Delete a budget by budget number or firm.

The Delete Budget hyperlink in the Finance Options sidebar under Budgeting allows administrators to locate a budget by number or firm name and delete it.

Delete Budget Link

To delete a budget:

  1. Type the budget number or firm name into the text box.
  2. Click Look-Up. Characters are not required to generate an outcome, but do narrow the amount of search results.
  3. Click the checkbox radio box to include approved budgets in the search.
  4. Select a budget by clicking the radio button to the left of the budget number. 
    Once a budget has been selected, a Delete Selected Budget button appears at the bottom of the list.
  5. Click Delete Selected Budget to confirm.

Note: Budgets must deleted one at a time. There is no way to undo a deletion.

Delete a Budget

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