Edit a budget

Budgets change over time and there may be the need to edit existing budgets in Dokio. Follow these steps to edit your budget.

Instructions

1

Open Dokio and select 'Admin' from the menu

2

Select 'Ordering' from the dropdown list

3

Select  'Budgets' from the submenu. This will show you any budgets that are current for your users

4

Select the budget that you want to edit by clicking on the action menu (3 dots on the right side) and selecting 'Edit'

Note that tables have recently been updated. Click here for more details.

5

From here you able to adjust the budget settings to your new requirements

6

Once your new budget details are entered, proceed to 'Update budget' and Dokio will publish your budget to users.

If you click on the budget line instead of clicking edit you will only be able to view the budget and not make any changes. If you want to edit you will need to select edit from the right-hand side of the screen.