Budget Configuration Overview
The Budget feature enables clients to set up all components of a budget. These components include:
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A fiscal year to determine the budget period
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Budget tracking fields to track spending on a cost center (profit center) level
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Budget categories to group expense types for budget items, which are the actual annual budgets
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A budget manager hierarchy to match employees to the correct budgets
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Budget items to define the budget including fiscal year or date range, budget owner, budget name, and budget description
Budget admins configure the Budget feature by clicking Administration > Invoice Settings or Expense Settings or Expense & Invoice Settings > Budget.
When the admin has configured this feature, users will be able to access two Budget Dashboards (Budget Overview and Budget Details) to view and manage their budgets.
