Open and Change the Budget

Step 1

In the "My Companies" area, select the desired company.

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Step 2

In the "Financial Management" tab, choose the "Budget" option.

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Step 3

If the budget is closed, you should go to the "Details" tab.

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Step 4

In the Details tab, click on "Open Budget"

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Step 5

Enter an opening message and click "Confirm".

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Step 6

The budget will be open and available to add movements. You should click on "Add Movement".

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Step 7

Fill in the respective movement information.

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Step 8

Click "Save". The movement will appear:

- In the Movement List, in the Details tab;

- In the General Budget, in the corresponding month.