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Edit Mode / Budget Entry Icons

The below icons will only display in the Budget Entry screen.

Export to Excel

Export the selected cost centre to Excel.

Create Task

Note

This option will only display if you have the permissions to create a task.

Create tasks for either:

  • Create Budget Restore Point.
  • Delete Budget Restore Point greater than 30 days.
  • Budget Approval - Complete. Create a task for a user to approve their budget.
  • Budget Task. Create any task that would be related to a budget.