Create and manage sales and financial budgets
Start from: The Analytics module. Navigate to Configuration > Budgets. Select the Budgets ? button. Enter the name of the budget. Select the + button to create it.…
Analytics
Categories
Budgets
3 articlesCreate and manage budgets to control spending across different areas.
Create a sales budget
The Budget sub-module within Analytics allows operations managers to create and manage both financial and sales budgets. This functionality ensures structured budget administration by assigning specific roles and permissions, enabling accurate…
Make a field mandatory in the employee record
Workforce allows users to generate a wide variety of reports related to payroll issues so that they can compile comprehensive and detailed documentation to facilitate financial monitoring and audits.
