Setting Up Expense Commitments and Budget Validation

To set up Expense Commitments and Budget Validation, perform the following tasks:

1. Create a saved search for budget validation. For details, see Creating a Budget Validation Saved Search.

2. Add user-defined custom segments to transaction columns and custom budget. For details, see Adding User-Defined Custom Segments to Custom Budgets.

3. Create a saved search for budget control. For details, see Creating a Budget Control Saved Search.

4. Create a budget control. For details, see Creating a Budget Control Record.

5. Set budget preferences. For details, see Setting Expense Commitments and Budget Validation Preferences.

Warning:

Custom transactions, center tabs, and center categories are unlocked. However, you must not customize the custom budget transaction, center tab, and center categories delivered with the SuiteApp.

Related Topics

• Creating a Custom Budget in Expense Commitments and Budget Validation
• Using Budget Validation in Transactions
• Installing Expense Commitments and Budget Validation
• Expense Commitments and Budget Validation

General Notices