Budgets
Step Action 1. Select {Settings} and then select {Budgets} under Customer section. 2. The search criteria that can be used include: Fie...
Tue, 17 Sep, 2019 at 2:19 PM
Back To Create a Budget: Step Action 1. Select {New} under Budgets. A New Budget modal will open. 2. Complete the fields. F...
Wed, 18 Nov, 2020 at 1:04 PM
Back To Add a Contact: Step Action 1. Select {Settings} and then select {Budgets} under Customers. The Budgets View page will o...
Wed, 18 Nov, 2020 at 1:07 PM
Back Step Action 1. Select {Settings} and then select {Budgets} under the Customers section. 2. Hover mouse over budget to be...
Wed, 18 Nov, 2020 at 1:04 PM
Duplicating a Budget Step Action 1. Select {Settings} and then select {Budgets} under Customer. 2. Select entries under Budgets to be ...
Tue, 17 Sep, 2019 at 2:22 PM
Back Step Action 1. Select {Settings} and then select {Budgets} under Customer. 2. Select entries under Budgets to bulk action by c...
Wed, 18 Nov, 2020 at 1:04 PM
Back Items will show all Budget Period details with associated Items/Orders for the selected Budget. Any order items included in each budget period will b...
Wed, 18 Nov, 2020 at 1:04 PM
Back Step Action 1. Select {Settings} and then select {Budgets} under Customer. 2. Select the Imports tab. 3. Select {Choose Fi...
Wed, 18 Nov, 2020 at 1:04 PM