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How to allow a user to override Budget amounts

How to allow a user to override Budget amounts


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:

  1. Go to System Administration>Security>User Attributes
  2. Click Search and enter the user's ID
  3. Click Accept
  4. Highlight the Role that you would like to grant this permission to
  5. Click Edit Role
  6. Click on the General Ledger section of this Role
  7. Click Update
  8. Turn on the Override budget amounts setting
  9. 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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