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How to Create an Event Budget Category?

 
Mem360 allows you to add a budget category for events so that you can manage and track the event expenses and finances.
 
1. Navigate to Events > Setup > Budget item.
 
 
The Event Budget Category List page is displayed. 
 
 
2.  Click New M360 - Event Budget Category.
 
NoteYou can alternatively add a new Budget Category by navigating to Events > Setup > Event Budget Category and clicking New.
 
 
The M360 - Event Budget Category form is displayed.
 
 
3.  Enter/select the values in the required fields.  
 
Please refer to the table below for field names and field descriptions.
 
Note:  All the fields with an asterisk (*) are mandatory.
 
Fields
Description
CUSTOM FORM
Preferred option to customize the budget category form.
NAME
The name of the event budget category.
INACTIVE
Enabling this feature allows you to deactivate the event budget category.
ACCOUNT
The account to associate the event budget category.
 
 
4.  Click Save.
 
The event budget category is created.
 
 
Note:
  • To edit an event budget category, navigate to the M360 - Event Budget Category List page and click Edit in the row of the event budget category you wish to modify,
 
 
  • To view the details of an event budget category, navigate to the M360 - Event Budget Category List page and click View in the row of the event budget category you wish to view in detail.
 
 
 
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