Edit a meeting budget, cost or payment
The best time to edit the meeting budget is when the status is Created or Withdrawn
To change the budget value click the pencil icon
To change the budget itself click the add icon and select another budget from the drop-down list
Once the meeting has been authorised or re-opened:
If costs have already been added, then they’ll need to be removed before the budget can be changed
Click the X button next to the cost to remove it
If payments have already been added, then they’ll need to be removed before the budget can be changed
Highlight the payment and click the Delete Payment button to remove it
If your set-up allows for multiple budgets:
Click the Add icon on the Budgets line and add a new budget if necessary, allocating the estimated costs to it.
Important: Editing the budget will mean that the meeting has to go through the authorisation process again
Highlight the payment allocated to the incorrect budget and click the Edit Payment button
In the payment screen, select the correct budget from the drop-down list
Click the Save and Exit button to return to the meeting costs screen Once all the payments have been allocated to the correct budget, and the incorrect budget shows actual costs of zero, click the X button to the right of the budget line to remove it.