Settings Up the Budget Calculation in Work Orders

Steps to set up the Budget Calculation in Work Orders

1. From the main menu, click on “Work Orders”.
2. Select from the menu “Work Orders Settings”.
3. Click on the field titled “General”.
4. Select the method to link the “Budget Calculation” in work orders:
   • Expenses: The budget account is linked to [cash outflows] within the work order, and the indicator moves with any added expense or cost in the work order.
   • Invoices: The budget account is associated with the total invoice amounts in the work order, and the indicator moves with each sales invoice issued within the work order.
     • Note: The “Budget Calculation” setting applies to all work orders in the account, and its operation method cannot be changed individually for each work order.
5. Click on the “Save” button.