Budget management feature integrated into the client profile section of your application. It allows users to add, edit, and delete budgets for clients, providing a way to monitor expenditures against set budgets across various billing and monitoring activities.
How to activate budgets?
Go to Settings and find "Budget" among the apps, then click on it.
Click "Activate".
After activation, the app's status changes to Active.
Adding a budget
Navigate to the Client Card page.
Click on the "Budget" tab to access the budget functionalities.
Add a new budget:
Click the "Add Budget" button.
Set the budget details:
Name: Enter a descriptive name for the budget.
Budget Amount
Choose how you want to track the budget:
All Invoices: Compares the budget net amount with the total of all invoices (excluding canceled ones) during the period.
Contract Invoices: Select one or more active contracts; the budget is compared with the sum of invoices from these contracts.
Topics: Select one or more active topics; the budget is compared with task durations and user rates associated with these topics.
Projects: Select one or more active projects; the budget is compared with durations and user rates associated with these projects.
Read here how to set the billable rate and labor cost.
Period Type:
Fixed: Set a specific time period using the Start Date and End Date.
Recurring: Choose Monthly or Annual recurrence, starting from the Start Date.
Start Date: Specify the start date (default is the first day of the current month).
End Date: Specify the end date (optional for recurring budgets).
Set Warnings:
Notification Level: Set the percentage at which notifications are triggered (default is 90%).
Managers: Select company members who will receive notifications (default is the client's default user).
Notification Methods: Choose how managers are notified (sticky notifications and/or email).
Save the Budget:
Click "Save" to create the budget.
Budget Editing
Select the budget you wish to edit from the budget list.
Modify the necessary fields.
Click "Save" to update the budget.
Deleting a Budget
Select the budget you wish to delete.
Click "Delete".
Confirm the deletion when prompted.