create new ticket
check ticket statusTo Edit a Budget:
Step Action
1. Select {Edit} from the Actions Menu. A Budget modal will open.
2. Complete the fields.
| Field | Description |
| Active | Default set to Yes. Toggle switch to No to set budget as Inactive. |
| Code | Enter a budget Code. |
| Name | Enter a budget Name. |
| Amount | Enter a value for the budget Amount. If left blank, the budget amount will be set as Unlimited. |
| Shipping, Postage, and Taxes | Default set to No. Toggle switch to Yes to apply budget to each item. |
| Start Date | Set a budget Start Date using the calendar. |
| End Date | Set a budget End Date using the calendar. |
| Frequency | This sets the time frame for each budget period on this budget. Select a budget Frequency (One Time, Weekly, Monthly, Quarterly, or Yearly) from the drop-down. |
| Roll Over | Default set to No. Toggle switch to Yes to allow budget amount to roll over to the next budget installment. Note: This field is only visible if frequency is set to more than 'One Time'. |
3. Select {Save}. A results window will pop-up to indicate the selected Budget
has been saved.