How to Create a Budget

Introduction:

Budgets are separated into two categories, namely, Operating and Purchasing.  Operation budgets are designed to be assigned to an Asset with Work Order expenses posting to the specific budget.  Purchasing budgets are designed for Purchase Orders and Inventory adjustments.    

Creating a budget is a simple process.  In just a few simple steps, you can have a budget up and running.  The following steps will help you create a Budget:

Instructions:

1.  After logging into your ManagerPlus account, click on the Settings icon, followed by the Budgets Accounts icon.

2.  Click on the + Add Budgets icon to create a new Budget, then choose either Operating or Purchasing.

3.  You must then give the Budget a name and a description.  Once completed, click on Create.

Useful Information and Links:

Useful Links to Related Articles: 

To learn more about Budgets, click here.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.