Invoices and operations
Change an approved budget with change orders and reconcile the result
Preserve the baseline while recording approved changes and understanding variance/payment effects. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Budget Admin, accounting manager, company admin.
- Approved budget
- manage permission
- valid change lines/reason
- awareness of linked financial records.
Open budget (#/budgets/:id/edit) → change-order and reconciliation controls
Change an approved budget with change orders and reconcile the result
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Open the workspace
In JobBuddy, go to Open budget (#/budgets/:id/edit) → change-order and reconciliation controls.
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Confirm access and starting state
Approved budget; manage permission; valid change lines/reason; awareness of linked financial records.
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Complete the main setup
Review baseline versus current budget, create/approve/void change order, locked-budget behavior, linked estimate/document output, payment reconciliation, variance interpretation, closed change handling, and when archive/delete is blocked.
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Verify the result
Preserve the baseline while recording approved changes and understanding variance/payment effects.
Expected result: Preserve the baseline while recording approved changes and understanding variance/payment effects.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Approved budget; manage permission; valid change lines/reason; awareness of linked financial records.
The result is incomplete or unexpected.
Budget DRAFT/APPROVED/LOCKED/ARCHIVED and change-order DRAFT/APPROVED/VOID states interact with estimates, invoice/payment reconciliation, closed changes, and deletion guards.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Preserve the baseline while recording approved changes and understanding variance/payment effects.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.