Budgets
Setting up Budgets
Budgets are created in the Budgets manager and then assigned to a Division or a Project. You can create a Budget against Ledger codes or Cost Codes A budget can be weekly, monthly, quarterly or yearly. You can download a template and upload it back ...
Consuming the budget
Budgets can be consumed in a number of ways: By the originator when raising an order – feedback on whether the line item is in budget By the approver – the approver can see how the order affects the budget By editing the Division and viewing the ...
Apply Invoice to Budget
Apply invoice to Budget You can enable the ability to apply an invoice to a budget. Go to Business > Settings > Budgets and see these settings: Firstly enable the feature. You can have an option to either just adjust a budget with the invoice that’s ...