In order to use budget code to record amount of budget used in transactions, you need to set up several account Header and Detail. When you add new header or detail, the following popup will be shown:
A) Add Header:
B) Add Details:
Fill in the data needed to set up new Header or Detail account. The steps are as follows:
- For Budget Type, choose the correct one (either Header or Detail).
- Budget code and Budget Name can be changed to the ones that you prefer.
After you have fill in the data, you can click Submit to create the Budget Header or Detail.