Assigning a budget number to a transaction type

  1. Select Billing > Setup > Billing > Journal Setup.
  2. In the Transaction Groups tree, browse to the transaction type that you want to assign budget numbers to under the correct transaction group.
  3. Right-click the transaction type node and click Modify.
  4. Select the correct budget number formulas into the Debit Budget Number and Credit Budget Number fields.

    To select a budget number, click the popup button to the right of each budget number field and specify the correct formula.

    See Calculating the budget number for a Billing transaction.

  5. Click Save.