Create a Revenue Tracker Version
Steps:
Starting from the main screen
1. Navigate to ACCOUNTING > Budgets> Revenue Tracker Versions
2. Select CREATE A NEW VERSION
3. Enter the following information
Field | Description | |
a | Description | Revenue Tracker Version description |
b | Start Date | Enter or select start date |
c | Actuals Up To | Enter or select the month end date |
4. Check or Uncheck the OFFICES to be included in the new Revenue Tracker Version
5. Select OK