Setting Up the Adjustments Tab

Objective

After completing this lesson, you will be able to set up the Adjustments tab.

Introduction

Add adjustments to existing budget items to apply budget changes. For example, not all spending comes through Concur Expense or Concur Invoice, but adjustments can account for these expenses. Use adjustments to track payroll, revenue, and other financial transactions.

As an administrator, you have two options to add adjustments:

  • Manually
  • Using the Budget Adjustment Import

Also, budget owners can make budget adjustments directly in the Budget Dashboards.

How to Add Adjustments (Manually)

Follow these steps to manually adjust a budget. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Once you complete these steps, a demo video will be available to reinforce what you've learned and provide a quick recap.

Steps

  1. On the Budget Items tab, select an existing budget item. Choose Modify. The Modify Budget Item window appears.

    The image shows a screenshot of Budget Configuration interface under the Expense section and Budget Items tab. It offers options like New, Modify, Remove, More, and View Team Budget. The table contains columns for Budget Name, Fiscal Year, Budget Owner, and others, with budget filtering options available. One budget is listed: Hugo First 2025.

  2. Select the Adjustments tab.

    The image shows a screenshot of the dialog box Modify Budget Item. It offers options like Budget Details, Budget Tracking Fields (optional), Manage Viewers (optional), Manage Approvers (optional), Filter by Managers (optional), and Adjustments (highlighted in yellow).

  3. Select New.

    The image shows a screenshot of a budget modification form titled Modify Budget Item. It includes fields for Budget Name, Budget Display Name, Budget Owner, Period Type, Fiscal Year, Currency, Budget Category, and Budget Type. Tabs for Budget Details, Adjustments, and optional tracking, viewing, approval, and filtering settings are shown. A table notes no adjustments made yet. Buttons available are New, Save, Remove, Save (highlighted in yellow), Cancel, and an Audit Trail link.

  4. Complete all fields:

    • Type - Budget Balance, Fund Transfer, Expense, Invoice, Purchase Request, Request
    • Amount Type - Budget Amount, Spend Amount, Pending Amount
    • Description
    • Amount
    • Budget Period
    • Transaction Date
    The image shows a screenshot of a budget modification form titled Modify Budget Item. It includes fields for Budget Name, Budget Display Name, Budget Owner, Period Type, Fiscal Year, Currency, Budget Category, and Budget Type. Tabs for Budget Details, Adjustments, and optional tracking, viewing, approval, and filtering settings are shown. A table notes no adjustments made yet. Buttons available are New, Save, Remove. Under these buttons a table is displayed, with the following columns: Type, Amount Type, Description, Amount, Budget Period, and Transaction Date. One row of data is displayed under these columns.

  5. Choose Save to apply these changes.

    The image shows a screenshot of a budget modification form titled Modify Budget Item. It includes fields for Budget Name, Budget Display Name, Budget Owner, Period Type, Fiscal Year, Currency, Budget Category, and Budget Type. Tabs for Budget Details, Adjustments, and optional tracking, viewing, approval, and filtering settings are shown. A table notes no adjustments made yet. Buttons available are New, Save, and Remove. Under these buttons a table is displayed, with the following columns: Type, Amount Type, Description, Amount, Budget Period, and Transaction Date. A row of data is displayed under these columns. Under this row of data there are an Audit Trail link, and two buttons Save (highlighted in yellow) and Cancel.

Result

How to Add Adjustments (Import)

Follow these steps to adjust a budget using the import option. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Steps

  1. On the Budget Items tab, select the More dropdown menu. Choose Adjustments Import and Export.

    The image shows a screenshot of the Budget Configuration interface with tabs for various settings. Buttons include: New, Modify, Remove, More (with options for Import, Adjustments Import and Export (highlighted in yellow), Change Logs, and Bulk Exports), and New Team Budget. The table lists a budget named Hugo First 2025.

  2. Download the Budget Adjustment Import template or select Send Adjustments to Excel for an existing budget adjustment.

    The image shows a screenshot of Budget Adjustments Import window, allowing users to upload files and download an import template (highlighted in yellow). There are buttons for Send Adjustments to Excel (highlighted in yellow) and Import. Below is the Budget Adjustments Import History section with details of past imports.

  3. Populate and save the budget adjustment import file.

    The image shows a screenshot of a spreadsheet with columns labeled: Budget Name, Fiscal Year Name, Owner's ID, Fiscal Period Name, Amount Type, Adjustment Type, Amount, Description, and Transaction Date. The first seven columns are displayed in red. The data entries include various fiscal years and periods. The columns contain information about budget balances, spend amounts, adjustments, amounts, budget descriptions, and transaction dates ranging from 2024 to 2025.

    Note

    The columns labeled in red are mandatory to fill.

  4. Browse and select the completed and saved file. Choose Import to upload the file.

    The image shows a screenshot of Budget Adjustments Import window, allowing users to upload files and download an import template. A file is selected under the Import File field, next to the Browse button. There are buttons for Send Adjustments to Excel and Import (highlighted in yellow). Below is the Budget Adjustments Import History section with details of past imports.

  5. Select the row with the transaction import and choose View Import Details under the Actions button to review the results.

    The image shows a screenshot of Budget Adjustments Import window, allowing users to upload files and download an import template. There are buttons for Send Adjustments to Excel and Import. Below is the Budget Adjustments Import History section with details of past imports. Under the Budget Adjustment Import History title there is an Actions buttons and View Import Details table.

References

TitleLink
Budget Admin Guide - Add an Adjustment to a Budget ItemBudget Admin Guide - Add an Adjustment to a Budget Item

Summary

  • Add manual or imported adjustments to update budget amounts and track off-system transactions.
  • Complete all required adjustment fields, including type, amount, description, period, and date.
  • Use the import template to upload multiple adjustments efficiently.
  • Save changes to apply manual or imported adjustments to the budget item.

Learning

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