• Navigate to Configuration > Budgets.

  • Select the Budgets ? button.

Interfaz de usuario gráfica, Aplicación, Tabla<br><br>Descripción generada automáticamente con confianza media

  • Enter the name of the budget.
  • Select the + button to create it.

Interfaz de usuario gráfica, Aplicación<br><br>Descripción generada automáticamente

  • Once created, find the new budget in the table and flip the switch in the row of each role to enable the roles that will have access to it.
  • Permission levels include:
    • View – Users can access budget details but cannot make changes.
    • Close – Users can lock budgets once finalized.

Captura de pantalla de computadora<br><br>Descripción generada automáticamente

Edit and rename budgets

  • Select the Budgets ? button.
  • Locate the existing budget and select Edit.
  • Rename the budget and press Accept.

Delete budgets

  • Select the Budgets ? button.
  • Locate the existing budget and select Delete.
  • Select Delete again in the confirmation window.