Finance Module Summary
The Finance Module allows individuals to create and manage simple budgets. Individual budget items and any relevant attachments can be added to budgets and deducted from the balance. Budget item approval and its related notifications are fully customizable, including alerts for when the remaining budget amount or percentage drops below a chosen threshold.
There is no Settings Page in the Finance Module. Module Levels for the Finance Module can customized through the Access Level Tabs of the Site Settings Module.
How To: Create a New Module Level (Finance Module)
To access an attachment associated with a specific budget item, go to the Active Tab of the Budgets Page in the Finance Module.
Attachments can also be accessed for Closed or Archived Budgets on the appropriate tabs.
Clicking on the attachment file number in the attachments column opens the associated attachments file name as a clickable links that, if selected, will open the attached file for viewing.
You can also access your attachments by clicking on the budget name or the eyeball icon in the actions column of the Active Budgets Table which opens the Budget Items Per Budget Table.
Click on the attachment’s entry for the desired budget item opening a modal with the attachment name. Click the attachment name and the attachment will automatically be downloaded to your personal device.
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