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Enable a future budget for use

Discover how to enable a future budget for use in WorldShare Acquisitions.

You can enable a future budget for use when ordering and invoicing. This also applies to budgets beyond the budget immediately after the current budget. Using enabled future budgets allows you to split items over far future budgets when the accrual mode functionality does not meet the need for how you would like to split money across future budget periods.

To enable a future budget for use:

  1. Navigate to the budget you wish to enable.
  2. At the top of the page, check the box for Enable for use.
  3. In the resulting confirmation dialog, confirm that you want to enable it for use.
  4. The enabled budget period should be available for selection on order items and invoice items. However, the default budget period will still be the current budget.