Delete budget

Only unused budgets can be deleted.

  1. From the main menu select Meetings, Budgets
  2. In the budgets list, find and select the budget row you wish to delete – you may need to adjust the parameters so that all budgets are visible.
  3. Under the Actions tab click Delete Budget. This action will only be active if the budget has no committed or spent activity
  4. Click the OK button to confirm the action in the warning box that appears.

Used budgets that are no longer required can be made inactive

  1. From the main menu select Meetings, Budgets
  2. In the budgets list, find and select the budget row you wish to make inactive – you may need to adjust the parameters so that all budgets are visible.
  3. Under the Actions tab click Open Budget
  4. In the System Settings section, untick the Active checkbox
  5. Click the Save and Exit button to confirm the change