Revenue Tracker
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      Revenue Tracker - Update a Budget Version

      Copy the Revenue Tracker details and have it automatically update the Budget version

       

      A Budget Version needs to be created prior to being able to copy a Revenue Tracker Version

      For detailed steps on how to create a Budget Version click here

      To copy a REVENUE TRACKER VERSION to a BUDGET VERSION

      Steps: 

      Starting from the main screen

      1.     Navigate to ACCOUNTING > Budgets > Revenue Tracker Version

      Knowledge Base Template (1)-Feb-17-2023-01-51-06-0345-PM

      2.     Select an IDKEY hyperlink for the Budget Version that needs updating 

      Large Knowledge Base Template (688 × 250 px)

      3.     Select the Update Client Budget hyperlink

      Large Knowledge Base Template (688 × 250 px) (1)

      4.     Enter the following information and select OK 

      Large Knowledge Base Template (688 × 250 px) (3)

        Field Description
      a Enter or Select a Budget Year 
      b Enter or Select a Budget Version
      c Enter From Month 
      d Enter To Month 
      e Select the Offices