Assign a User as a Budget Holder
Click Codes, then click Chart of Accounts.
Click Cost Centre.
Search for and locate the relevant cost centre.
In the Budget Holder column, click the existing text or blank field.
From the drop-down menu, select the budget holder’s name.
Click Save.
The selected user is now assigned as the budget holder for that cost centre.
What Happens After You Assign a Budget Holder
When raising purchase orders and invoices, the user can only use the cost centres they are assigned to as a budget holder.
On the Budget Holder report and the BVAVC report, the cost centre filter will only include the cost centres that the user is a budget holder for.