Finance Module
Finance Module Introduction
Finance Module Summary
The Finance Module allows individuals to create and manage simple budgets. Individual budget item...
Understanding Budgets and Budget Items
The Active Budgets Table shows summary information regarding all active budgets on the Active Tab...
Understanding Budget Item Approval and Approval Notifications
Budget items do not require approval by default. There is an ability to customize approvals. Appr...
Understanding Budget Alerts
Any budget can have customized alerts that notify individuals or certification roles when the amo...
Finance Module: Module Level Permissions
The default permissions that are granted to each module level in the Finance Module are managed t...
Finance Module Pages
Budgets Page: Active / Closed / Archived Tabs
The Budgets Page of the Finance Module is comprised of five tabs: Active, Closed, Archived, Repor...
Budgets Page: Reports Tab
The Reports Tab highlights system reports from the Reports Module that are relevant to budgets. ...
Budgets Page: Module Settings Tab
The Module Settings Tab allows an individual to customize settings for archived budgets and setti...
Invoices Page
The Invoices Page is populated with data from the FS Pro Integration that was built for and only ...
Finance Module Email Alerts
There are three different email alerts associated with the Finance Module.