How to Create a Budget Criteria

How to Create a Budget Criteria

Navigating to Finly Budgets

  1. Click on the Organization Logo/Entity Switch button to switch between the entities.


  1. From the Multi Entity Selection screen, choose the Finly Budgets entity.


Creating a Budget Criteria

  1. From the Budget Groups List, choose the required Budget for which the criteria is to be added.

  1. From the selected budget screen, click on the Add Budget Criteria button on the top right of the screen.


  1. Fill in details for Criteria Name and check the checkboxes for the required Document Types that need to be associated with the budget criteria.  
  2. In the Criterion section, choose the required combination of document criteria's which should be consuming the allocated budget.
  3. The combinations for criteria could be easily set by clicking and selecting the required parameters from User, Vendor, Category, Department, Location and Cost Center.
  4. After filling in the details and mapping the criteria, click on the Create Criteria button on the top right of the screen to create the budget criteria.

  1. Upon successful creation of the budget criteria, the budget criteria will be added to the budget group.


Editing the Amount of a Budget Criteria 

  1. The budget amount edit option can be enabled by clicking the pencil button against the required budget criteria.


Adding Amount to a Budget Criteria

  1. In the Edit Amount screen, choose the Add Budget tab to add the required amount to the budget criteria by filling in the amount to the Add Amount to Budget input field.
  2. Click on the Update Budget button to update the current amount to the budget criteria.


Reducing Amount from a Budget Criteria

  1. In the Edit Amount screen, choose the Reduce Budget tab to reduce the required amount from the budget criteria by filling in the amount to the Reduce Amount from Budget input field.
  2. Click on the Update Budget button to update the current reduced amount to the budget criteria.


Trails

  1. Trails tab in Edit Amount screen gives complete information about all the addition and reduction that has been done on the budget amount.


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