Steps:

  1. Log into the system
  2. Go to Office Administration module 
  3. Under Transactions Payments/Transfers section click on the “Monthly Budget Planner” link 
  4. Click on the “Add Budget” on the top left of the page 
  5. Fill in the details on the pop out form (date, client, file, financial account, currency, exchange rate, description and amount) 
  6. Scroll down and click on the “Request” button once you are done to submit