Creating Hit Lists

To create a hit list in Manage Budget Lines:

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
    For more information, see Budgeting.
  3. In the Manage Budget Lines row, click Update/Start.
    The Manage Budget Lines screen appears.
  4. Select the EPEP tab.
  5. Click on the ellipses box and select a Vendor.
  6. Enter a Threshold amount.
  7. Click Save.
  8. Click OK.

Creating a Hit List in View Profit

To create a hit list in View Profit:

  1. Select the EPEP tab.
  2. Click on View Profit.
  3. Double-click on the line to which you wish to add the Hit List.
    The View Profit Data dialog box appears.
  4. Click View Line Config.
  5. Select the EPEP tab.
  6. Click on the ellipses box and select a Vendor.
  7. Enter a Threshold amount.
  8. Click Save.
  9. Click OK.