1.2.1. Go to the Budget Management for Jira Configuration Page.
1.2.2. Choose the budget for which you want to Update by clicking on the budget name link. This will take you to the overview page.
1.2.3. On the left-hand side, click on the Income/ Expense tab, which will open the Income/ Expenses list panel.
1.2.3.1 To access more information about the Income/ Expense, click on the arrow located on the left side next to the Income/ Expense's name.
1.2.4. Choose the Income/ Expense you wish to edit/update from the list by clicking on the "Edit/Update" icon.
1.2.5. Here, you can make the necessary updates to the fields you require.
1.2.6. Finally, click the "Update" button to save your changes.
1.3. Constraints
When it comes to Update Income/ Expense, there are a few important considerations.
1.3.1.If an Income/ Expense payment has an associated actual payment, it cannot be deleted.
1.3.3. If an Income/ Expense has at least one actual paymentIncome/Expense, the Income/ Expense type is not updatable.
1.3.4. An Income/ Expense must have at least one Income/ Expense payment.
1.4. Issues that may arise
When you attempt to Update Income/ Expense, there are several potential issues that you might encounter:
1.4.1. If you forget to complete a required field during the update, the Income/ Expense creation will not be successful.
1.4.2. Ensure that you possess the necessary permissions; lacking the required permissions will impede the Income/ Expense creation process.
1.4.3. When attempting to update an Income/ Expense, you may encounter the following issues:
- If you lack editing permissions for the associated budget, updating the Income/ Expense won't be possible.
- Forgetting to fill in the necessary fields during the update will result in an error message being displayed.