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Gensolve Enterprise Manager
- Accounting
- Administration
- Videos
- Appointments
- Banking & daily takings
- Billing & payments
- Clients
- Clinicians
- Conditions & medical notes
- Front office
- Gensolve API
- Healthlink
- Internet connection
- Letters & Templates
- Products
- Reports
- Troubleshooting
- Working with files
- Web portal
- Custom forms
- HICAPS
- Installation & troubleshooting
- Medicare
- Online payment
- Telehealth
- Third party integration
- Tyro
- Workcover
- The Workspace
- Managing Conditions
- Using the Support Centre & Accessing Information
- Setting up your Organisation
- Payments
- managing and billing
- Main Form
- Banking and receipts
- Business
- Debtors and Creditors
- Payroll
- GPM Web Booking Portal
- processes
- Sending Emails From GPM
- Hints & Tips
- GPM Start-Up Training
- ACC
- Contract
- Built-In Reports
- GPM_Light
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Gensolve Practice Manager
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Release Notes
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Gensolve Audio Enterprise Manager
How to Inactive the Budget Type of a Contract
Issue
I want to stop the ability of someone to select an incorrect/old budget type.
Solution
- Go to Contracts >> All Contracts >> Click on Get Data
- Click on to edit the Client's Contract
- Click on to edit the Contract Type >> Click on Budgets tab >> Edit the Budget you want to change to Inactive
- Untick Is this Budget Active? >> Click on OK
- Click on Save to save change you made to the Contract Type
- Go to the Client's Contract >> Click on the Providers & Budgets tab >> Add Budget to confirm that the now inactive Budget is no longer available from the Budget Name dropdown list`