Finance
What you plan to spend or earn in a period. Set this before you close so variance means something.
Where to find it: Left menu → Finance & Accounting → Budgets
Step 1
Left menu → Finance & Accounting → Budgets. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Enter or import period amounts by account or cost centre. Save. Compare actuals in reports after postings exist.
Step 3
Reports should show budget vs actual. Changing a locked period should be refused.
Yes. Budgets is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Not as a silent edit. Keep the original and explain a revision if your process allows it.
