FEATURE FAQS

How can a new budget be created?

To create a new budget (with the user access permission to do so):

  1. Click on “Budgets” in the left toolbar
  2. Select the “Create New Budget” option at the top right of the budget listing overview page
  3. Configure the settings for the new budget, including information and selections for all mandatory fields marked with an asterisk (*)

Budgets can be created for past and future date ranges. Budgets that are created using an end date that has already past will be stored in the “Past” tab of the budget listing overview page.

FEATURE FAQS

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