Revenue Tracker
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      2. Budgets & Forecasts
      3. Revenue Tracker

      Create a Revenue Tracker Version

      Steps: 

      Starting from the main screen 

      1.     Navigate to ACCOUNTING > Budgets> Revenue Tracker Versions 

      Knowledge Base Template-Feb-14-2023-06-55-34-4055-PM

      2.     Select CREATE A NEW VERSION 

      Knowledge Base Template (1)-Feb-14-2023-06-57-38-9828-PM

      3.     Enter the following information 

      Large Knowledge Base Template (24)

        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 

      Large Knowledge Base Template (25)

      5.     Select OK 

      Large Knowledge Base Template (26)

       

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