Activating and configuring the Budget-module

Introduction

Environment

Handyman Office

Step by step

1. Enable the function:

1. 1. Navigate to Configuration > Company

   2. Select “Budget” from the Settings menu

   3. Check checkbox “Enable budget” to enable the module
      

      

       

2. Create a budget template:

1. 1. Navigate to Configuration > Template

   2. Select tab “Budget”

   3. Add more cost rows and define which cost elements to be summarized

      

       

3. Add budget template to order categories:

1. 1. Navigate to Configuration > Category

   2. Edit the order category you want to add the template to

   3. Select the template from the dropdown menu: “Budget template”:

       

       

   4. Click “OK”

   5. Orders with the order category where a budget template is selected will have a “Budget” tab in the General menu of that order: