Budget

The Budget module helps to plan and control the finances by setting financial goals and monitoring expenses against predefined budgets. It ensures financial stability and enables informed decision-making to achieve organizational objectives.

Dashboard

Steps:

1. Click on left side Menu List
2. Click on Accounts
3. Click on Budget tab.
   
   

Enter all the required details in Add account Budget:-

1. Profile ID - Select profile from the dropdown list
2. Lead ID - Enter the lead ID
3. Account ID - Enter the Account ID
4. Narration - Enter narration
5. Due Date - Select the date from the calendar
6. Nature - Select the nature from the dropdown list Credit/Debit
7. Instrument type - Enter an instrument type
8. Instrument details - Enter instrument details
9. Status - Select the status from the dropdown list
10. Amount - Enter an amount
11. Proposed By - Select the proposed by from the dropdown list
12. Blocked - Select the Blocked from the dropdown list True/False
    
    

1) Info view:-

2) Edit Budget:-

3) Approve mark:-

Archieve Tab:-