In order to create a budget, follow these steps:

  1. Go to the left-side menu and choose Budgets

  2. Click Create button

  3. Fill in the required info

  4.  Turn ON the All locations access option (it means: created budget is available for all locations) OR turn OFF the All locations access option (it means: created budget is available only for chosen locations)


  5. Decide whether or not to turn the option Limit by budget
  6. Check the info and click Create button.

Assign the budget role to an employee who's responsible for the company's budgets.

Important: Only the person who created a budget can edit it.