Director Budget Ledger (View & Add Items)

From Budget Setup, directors can open a teacher’s budget ledger to view balances and add purchases when helping a colleague or covering a leave.

Where to go #

1. Open Budget Setup.
2. Choose View & Add Budget Items for the teacher and building you need.

What you can do #

• See that teacher’s encumbrances and remaining category balances.
• Add budget items when appropriate.
• Keep descriptions clear so the teacher understands the ledger later.

Teachers normally use Your Budget themselves. Use this director ledger for oversight and support — not as a surprise dump of charges without communication.