Description of Issue

A site would like to allow a particular user to override budget amounts on accounts when doing transactions (Journals, Purchase Orders, Requisitions, Invoices, etc.)

Context

General Ledger

Cause

Resolution

There is a General Ledger permission that allows a user to override budget. To grant this user this permission:

Go to System Administration>Security>User Attributes
Click Search and enter the user's ID
Click Accept
Highlight the Role that you would like to grant this permission to
Click Edit Role
Click on the General Ledger section of this Role
Click Update
Turn on the Override budget amounts setting
Click Accept

Now, have the user reopen Munis on their computer. They should now be able to override budget on all accounts when doing any type of transaction.

Additional Information

Updating a Role impacts all users assigned to the Role.

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