Configuring budget

You can use the Budget corporate data type to configure the budgets. The key fields of a budget are the valid date range of expenses and currency to be applied to a budget line. Budgets utilize group-based membership and one or more groups must be specified to permit access to this data type.

  1. Select Manage > Corporate Data > Budget.
  2. Specify this information:
    Name
    The name of the budget.
    Description
    The description of the budget.
    From
    The date from which the budget is considered. Click the calendar icon to select dates.
    To
    The date up to which the budget is considered. Click the calendar icon to select dates.
    Currency
    The type of the currency.
    Status
    The status of the travel category. The status can be Active or Inactive.
  3. Click Add.
  4. Click the Membership and the Add Data group tab.
  5. Specify the details of the data group to be added to the budget.