Budgets

Direct-Link to the module: my-shop.de/b2bbudget

The budget module allows to manage your budgets. Budgets are used to define the amount users and roles can spend in a fiscal year.

Feature Overview

  • Create / Edit / Delete budgets
  • Edit master data
  • Get an overview about the remaining budget
  • Send email to a responsible contact if the budget reaches a specific percentage
  • Define a fiscal year

Budgets define the amount of money, which a contact or role can spend. You can set the period and start date of a fiscal year and whether the responsible contact want to get a mail if the defined percentage is reached.