How do I set up budgets?

Legacy KB ID: 36


How do I set up budgets for my Customers, Accounts, and Classes?


When you set up a budget, you set it up between either one or two fields out of Account, Customer or Class. Go to Activities, Set up Budgets. Select what field the Budget is going to be for. Select the financial year for the budget. Enter the budget figures for each month.

How did we do?

Powered by HelpDocs