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The Budgets Page of the Finance Module is comprised of five tabs: Active, Closed, Archived, Reports, and Settings. The active tab you’re on is designated by the white coloration. The “Add New Budget” button will show to the right of the budget header, regardl...

The Reports Tab highlights system reports from the Reports Module that are relevant to budgets.  System Reports displayed on the Reports Tab include the Budget Summary Report, Pending Approvals Report, and Approval Status Report. The System Budget Report Fi...

The Module Settings Tab allows an individual to customize settings for archived budgets and settings for budget deletion. Budgets will automatically be archived when the user account associated with the active budget is archived. Un-archiving a user will re...

The Invoices Page is populated with data from the FS Pro Integration that was built for and only accessible by a specific client’s servers and thus, is presently non-functional for other clients.

The default permissions that are granted to each module level in the Finance Module are managed through the Access Levels Tab of the Site Settings Module. There are four base Module Levels with default permissions in the Finance Module that cannot be altere...

How To: Access a Budget Item Attachment How To: Add a Budget Alert How To: Add a Budget Item How To: Add a New Budget How To: Approve / Reject a Budget Item How To: Archive a Budget How To: Close a Budget How To: Create a New Module Level (Finance M...

To create a new budget within the Finance Module, go to any tab on the Budgets Page and select the “Add New Budget” button. This opens the Add New Budget Modal. Input the budget name and a description. Identify the individual to be listed as the account...

Only active budgets can be closed. To close an active budget, go to the Active Tab of the Budgets Page in the Finance Module. Click the power icon in the Actions column of the Active Table. This will open a confirmation modal stating, “Are you sure you want t...

Both an active budget and a closed budget can be archived. To archive a budget, locate the budget to be archived on the Active or Closed Tab of the Budgets Page. Click the file box icon in the Actions column of the budget table. This will open a confirmatio...

You can only edit approvers and approval notifications for an active budget. To set or edit a budget’s approvers and / or approval notifications, go to the Active Tab of the Budgets Page in the Finance Module. Select the check icon in the Actions column of th...

Budget alerts can only be added to active budgets. To add a budget alert, locate the budget you wish to add an alert to on the Active Tab of the Budgets Page. Click the bell icon in the Actions column of the budget table. This opens the Edit Alerts Modal. ...

Budget alerts only exist for active budgets. To edit an existing budget alert, locate the budget whose alert you wish to edit on the Active Tab of the Budgets Page. Click the bell icon in the Actions column of the budget table. This opens the Edit Alerts Mo...

Only active budgets can be edited. To edit a budget, go to the Active Tab of the Budgets Page in the Finance Module. Click the pencil icon in the Actions column of the Active Table. This opens the Edit (BUDGET NAME) Modal. Make any desired changes to the...

To add a budget item to a specific budget, go to the Active Tab of the Budgets Page in the Finance Module.  Open the specific budget either by clicking the name of the budget or the eyeball icon in the action column of the desired budget. The icon opens the...

Budget items can only be submitted for active budgets. To submit a budget item for approval, go to the Active Tab of the Budgets Page in the Finance Module. Open the specific budget with the budget item that needs to be submitted for approval either by clickin...

To create a customized module level in the Finance Module, go to the Access Levels Tab in the Site Settings Module. Select the clickable link “Finance” to open the Finance Module Levels Table. Select the “Create Module Level” button below the table. This op...

To approve or reject a budget item, go to the Active Tab of the Budgets Page in the Finance Module. The pending approval column will indicate any budgets that have a budget item pending your approval. Select the clickable link entry in the Pending Approvals...

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 numbe...