Creating a Budget Control Saved Search

The Expense Commitments and Budget Validation SuiteApp provides a predefined saved search for using the budget control record to calculate the consumed budget. You can create a new saved search for budget control by customizing the saved search provided by the SuiteApp.

To create a saved search for budget control:

1. Go to Lists > Search > Saved Searches.

2. Click Edit next to the Budget Transaction Consumed Amount saved search.

3. In the Search Title field, enter a new name for the saved search.

4. In the Standard sublist of the Criteria subtab, add and update the filters.

5. Click Save As.

Related Topics

Setting Up Expense Commitments and Budget Validation

Creating a Budget Validation Saved Search

Adding User-Defined Custom Segments to Custom Budgets

Creating a Budget Control Record

Setting Expense Commitments and Budget Validation Preferences

General Notices