Budgeting

Calculating and Tracking the Available Budget Sum
Precoro recognizes your available budget amounts and only allows you to create Purchase Orders and Invoices if there is room in your Budget. This is a f...
Tue, 23 Aug, 2022 at 10:06 AM
How to Create a Budget by Department or Project
In Precoro, you can create budgets for specific projects and/or restrict access to budgets for employees from another department.  CONTENTS How to inc...
Mon, 14 Feb, 2022 at 11:39 AM
How to Create and Track Budgets
This article will help you understand how to create and track budgets in Precoro.  But first, make sure that you already understand the functionality of bu...
Mon, 27 Jun, 2022 at 8:16 PM
How to Set the Deducted Sum for the Budget in Net or Gross Total or Using Custom Formula
'Gross Total' is the default setting in the total deducted sum  You can change the deducted sum to Net Total or your custom formula for each budg...
Fri, 14 Jan, 2022 at 5:04 PM
How to Create a Budget by Accounts/General Ledger and Items
Precoro's budget is set up to limit and track purchases in any desirable way whether by Location, Department, or any Items Custom Fields (Chart of Acco...
Fri, 25 Mar, 2022 at 12:31 PM
How to Hide the Available Budget Sum from PO/Invoice initiators
If you don't want to show the available budget sum on the document pages to PO/Invoice issuers, you can manage this via the Configuration page. First, ...
Tue, 26 Oct, 2021 at 10:39 AM
How to Import Budgets
In Precoro, you can ameliorate your company's working process by utilizing the Budget module. Following this link, you can acquire more information on ...
Mon, 4 Jul, 2022 at 4:56 PM
Budget Access Limitation
Your users will see the budgets depending on their access to the Departments and Locations. To activate this feature you need: To have budgets assigned t...
Tue, 26 Apr, 2022 at 6:02 PM