Creating and setting budgets are crucial to help enforce your team to stay aligned with spending. You are be able to create and edit budgets within the system. In addition, you are able to create overlapping budgets that apply at the location level, department level, or both.
Creating New Budget
1. Click Manage in menu option> select Manage Budgets
2. Click New Budget 
button
3. Select if this budget will be location or department specific by the flipping toggle
- Location specific means that all requests in that location will count against that budget
- Department specific means that all Requests with the specific department selected will count against that budget and the location budget
4. Create a name for the budget
5. Enter required information: Name, location, budget amount, start/end date
- The system is able to calculate your budget if you enter prior collection and the percentage you want for the budget or simply enter the amount for the budget
Edit Existing Budget
1. Locate the budget in the locations tab or department tab and select the budget you would like to modify
2. Click the ellipsis 
icon under action
3. Select the Edit and update the budget
4. Click Save when you're done modifying the budget
