Budgets (Professional)

1. Budgets:

In budgets, the user will be able to set up budgets and assign workspaces to them. Here, they can set limits for each workspace and see expenditures. To access the budgets module, click on

on the left side panel

1.1 Create Budget:

Since there is not a budget setup, start creating one by clicking on the

button on the top right corner of the page

1.1.1 Budget info:

Please begin by filling the relevant fields, and set the starting date for the budget as well as the end date. Then click on

1.1.2 Expense accounts:

To add a budget account, start by clicking on the in the middle of the form and a side window will appear as shown below:

Begin by selecting the appropriate expense account from the drop-down list (these are customizable via Settings -> Customize Data), set the budget amount, and add remarks if wanted. Finally click on

Click on one more time to advance.

1.1.3 Workspace limits:

In here, we are able to set individual budgets for each workspace from the budget amount entered.

To set the budget to be used for a specific workspace, click on switch that corresponds to the workspace. And to set a limit, click on the switch, then enter the amount.

Finally, click on to complete the budget creation.

1.2 Edit Budget:

To edit an existing budget, simply click on

in the left side panel. This will show the current active budget (if applicable) as shown.

Hover over the button in the top right corner.

Click on “All Budgets” to view all available budgets.

Click on the budget ID that corresponds to the budget we wish to edit

Click on in the top right hand corner

Finally, follow the steps previously covered in section 1.1 (Create Budget). Once the changes are applied, click on to save and a message will appear confirming the changes