Creating budget

I am surprised but I am not seeing any posts on creating a financial budget. Anybody have a suggestion were to look for help or any Cetec videos on how to create and report compared to budget? Thanks.


I apologize for the delay on an answer here. The budget feature is still a beta feature so we are currently in process with documentation. Here are a few details on budgets. When you create a budget you can set the budget by cost center and by date. To view numbers from the past and see the delta between dates you would set a date range under show history and click update. This will populate values based on those date ranges. A button called populate will appear. You can click that button to populate the delta in the budget fields.


Cetec ERP Support