Budgets

Budgets - Searching 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
Budgets - Creating a New Budget
To Create a Budget: Step       Action   1.         Select {New} under Budgets. A New Budget modal will open.   2.      Complete the fields. FieldDes...
Mon, 12 Aug, 2019 at 1:57 PM
Budgets - Contacts
To Add a Contact: Step     Action   1.       Select {Settings} and then select {Budgets} under Customers. The Budgets View              page will open. ...
Tue, 17 Sep, 2019 at 2:20 PM
Budgets - Editing a Budget
Step       Action   1.         Select {Settings} and then select {Budgets} under the Customers section.    2.         Hover mouse over budget to be edite...
Thu, 26 Sep, 2019 at 1:50 PM
Budgets - Duplicating Budgets
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
Budgets - Bulk Actions
Step     Action   1.       Select {Settings} and then select {Budgets} under Customer.    2.       Select entries under Budgets to bulk action by checkin...
Tue, 17 Sep, 2019 at 2:23 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 period will be visi...
Tue, 17 Sep, 2019 at 2:23 PM
Budgets - Importing Budgets
Step    Action   1.     Select {Settings} and then select {Budgets} under Customer.    2.     Select the Imports tab.   3.     Select {Choose File}.  ...
Tue, 17 Sep, 2019 at 2:24 PM