Assigning a budget number to a transaction type

  1. Select Billing > Setup > Billing > Journal Setup.
  2. In the Transaction Groups tree, browse to the node for the transaction type that you want to assign budget numbers to.
  3. Right-click the transaction type node and select Modify.
  4. Specify the budget number formulas for the transaction type in the Debit Budget Number and Credit Budget Number fields.
    See Calculating the budget number for a Billing transaction.
  5. Click Save.