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Open and Change the Budget

Features

How to use

Step 1

In the"My Companies" area, select the desired company.

Step 2

In the "Financial Management" tab, choose the"Budget" option.

Step 3

If the quote is closed, go to the"Details" tab.

Step 4

In the Details tab, click on"Open Quote"

Step 5

Enter an opening message and click on"Confirm".

Step 6

The budget will be open and available for adding movements. Click on"Add movement".

Step 7

Fill in the relevant movement information.

Step 8

Click on"Save". The movement will appear:

- In the List of Movements, on the Details tab;

- In the General Budget, in the corresponding month.

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