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How to add Budget?

  1. Navigate to the left sidebar and click on Pay Policy to expand the Pay Policies.
  2. Click on the the Budget. Upon clicking on the Budget, a table which displays all Budgets is displayed.
  3. To add a new Budget click on Add button. Upon clicking the Add button a drawer will be opened on the right side of the platform.
  4. On the drawer enter the following information:
    • Select Location (drop-down). The budget is assigned to specific location
    • Subaccount (drop-down)
    • Year (date-picker)
    • Select Hour Type (drop-down)
    • In the remained fields enter a budget amount for each Month of the year.
  5. Click Save button.
Updated on January 10, 2023

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