FAQ: Can I edit accounts as an Editor during an Open Request Round?

Once you have started a request round and invited contributors, Editors are unable to edit accounts until contributors start to submit their budget requests. 

So what can you do in the meantime? 

• Consider making yourself a contributor. 
  • Assign yourself or other editors accounts that the finance team would manage (i.e. revenue or personnel accounts). 
  • From the contributor role, you can make edits, lock or archive accounts, etc. Then you can submit those changes to be included in the approval process.
• Import Personnel or Capital budgets into the worksheet. 
  • If you have the Personnel or Capital Budgeting modules, scenarios can be imported into the operational worksheet. 
• Start the approval process. 
  • Your ClearGov operating budget will automatically create an FYxx Requested column that will update with submitted request values. This means you can begin the approval process on any submitted requests whenever you like.