Budgets
Budgets - Searching Budgets Step Action 1. Select {Settings} and then select {Budgets} under Customer section. 2. The search criteria...
Mon, 6 May, 2019 at 2:35 PM
To Create a Budget: Step Action 1. Select {New} under Budgets. A New Budget modal will open. 2. Complete the fields. FieldDes...
Mon, 6 May, 2019 at 2:35 PM
Budgets - Contacts To Add a Contact: Step Action 1. Select {Settings} and then select {Budgets} under Customers. The Budgets View page will ...
Mon, 6 May, 2019 at 2:35 PM
Budgets - Editing a Budget To Create a Budget: Step Action 1. Select Settings and then Budgets under Select {New} under Customer secti...
Mon, 6 May, 2019 at 2:35 PM
Budgets - Duplicating Budgets Duplicating a Budget Step Action 1. Select {Settings} and then select {Budgets} under Customer. 2. Sel...
Mon, 6 May, 2019 at 2:35 PM
Budgets - Bulk Actions Bulk Actions - Budgets Step Action 1. Select {Settings} and then select {Budgets} under Customer. 2. Sele...
Mon, 6 May, 2019 at 2:35 PM
Budgets - Items Items will show all Budget Period details with associated Items/Orders for the selected Budget. Any order items included in each budget ...
Mon, 6 May, 2019 at 2:35 PM
Budgets - Importing Budgets Step Action 1. Select {Settings} and then select {Budgets} under Customer. 2. Select the Imports tab. 3. ...
Mon, 6 May, 2019 at 2:35 PM