To view all active budgets on file for a specific fiscal year:
- Top-menu, Reporting | Report Listing
- To the right under Report Categories, click on Budgeting
- To the left click on report Title 'Budget Status – Active Budgets Only' (BUD011.cfm)
Select Fiscal Year and click Go. Search results give you the Budget No., Matter No., Name of the Firm/Vendor, the Budget Status, and the Budget Amount.