Create Budgets
Create & Edit Budgets
Finance
Before you begin to create and edit budgets, set up your organization’s accounts, payers and vendors, if applicable. You will select these when entering activities, costs and charges on a budget. In Finance, you can create new budgets, copy budgets, edit budgets, share budgets between sites, and edit budget details.
After you create a budget, you can add site-specific customizations to the protocol, for example changing activity order and adding site-specific visit activities. You can also begin to populate the budget by adding costs, charges, and other financial information.
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