Budgets

This component is managed in the company module, direct link to the company module: my-shop.de/b2bcompany.

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.