Location Budget Management

• What This Page Is For
• How to Add a Location Budget
• Monthly and Yearly Amounts
• Who Can Change Location Budgets
• Delete and Restore Budgets
• Tips for Users

What This Page Is For

Location budgets help you control spending for each branch or location in your company.

You can:

• set yearly budget limits
• optionally set monthly amounts
• track spending against those limits

How to Add a Location Budget

1. Go to Locations.
2. Open the location you want.
3. Open the Budgets tab.
4. Click Create Budget.
5. Select the year and enter budget amounts.

Important:

• You can have only one budget per year for the same location.

Monthly and Yearly Amounts

• Yearly amount is required.
• Monthly amounts are optional.

If you enter monthly values:

• total monthly values cannot be greater than yearly amount.
• if the total is too high, the system will show a validation message.

Who Can Change Location Budgets

• Company Admin: can manage budgets for all locations.
• Budget Admin: can manage budgets for locations assigned to them.
• Other users can usually view but not edit.

Delete and Restore Budgets

If a budget is deleted by mistake:

• it can be restored by authorized users.

This helps prevent accidental data loss.

Tips for Users

• Keep yearly budgets realistic.
• Use monthly amounts only when you need tighter monthly control.
• Review budget and spending charts regularly.
• If actions are disabled, check your role and location assignment with your Company Admin.