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Adding Budget Codes

In TripDirect, you can use Budget Codes to keep track of costs associated with field trips and other travel at your organization.

How to Add Budget Codes

  • Click the Budgets link in the Information Analysis section.
  • Click Add New Budget Code.
  • Enter the Budget Code name and Description.
  • The Fiscal Year Budget Monies field is optional. If left blank, the system will keep a running total of all costs posted to the budget code. If a dollar amount is entered, you can track the Budget Amount Remaining on this screen.
  • The Notes box is optional and is used only for documentation.
  • Click Save.

How to View and Activate Budget Codes

  • Click the Budgets link in the Information Analysis section.

 

The Budget Code list is automatically populated if other SchoolDude applications are in use by your organization. Budget Codes with a yellow thumbs-up () are active and ready for use within the application. Budget Codes with a gray thumbs-down () are inactive and will be unavailable for use until they are activated.

  • To activate a Budget Code, click on the thumbs-down icon.

 

 

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