In Precoro you can create budgets for projects or limit access to budgets for employees from another department. 


How to include departments or projects in the budgets:

  • Activate the "Budgets" check box to be able to create budgets by Departments or Projects for budgets;
  • *Please note. Budgets by locations, departments, or projects selected at the document level mean that you will only have one budget per document. If you need to have more than one budget on a purchase order or invoice, you must set up budgets by the chart of accounts or classes

 If you don't see Departments, Projects, here you can see how to add Departments or Projects

How to create a budget for departments or project:

When you select the Custom Field for documents option in the PO or Invoice, Precoro will show you the appropriate budget.