How to configure the budget settings of my organization (categories/ status/suppliers/responsible for validation / cost centers)?

You want to configure the budget settings of your organization (categories/ status/suppliers/responsible for validation / cost centers). Find out how to do it in this article.

Step 1

In the left menu, click on " ORGANIZATIONS ", then select the organization for which you want to configure the budget settings. If you are already connected to the organization you want to configure, click on its name in the left menu.

Step 2

In " MANAGE ", click on " Budget settings ".

Step 3

• In " Categories ", click on the green plus to add a category. A light green line appears. Add a name and a VAT rate, then click on the green plus at the end of the line to validate. Start again as many times as needed.
• In " Status ", click on the green plus to add a category. A light green line appears. Add a name, then click on the green plus at the end of the line to validate. Start again as many times as needed.
• In " Suppliers ", click on the green plus to add a supplier. A light green line appears. Add a name, select the category, then click on the green plus at the end of the line to validate. Start again as many times as needed.
• In " Responsible for validation ", click on the green plus to add a responsible for validation. A light green line appears. Add a name and an email, then click on the green plus at the end of the line to validate. Start again as many times as needed.
• In " Cost centers ", click on the green plus to add a cost center. A light green line appears. Add a name, an ID and a percentage, then click on the green plus at the end of the line to validate. Start again as many times as needed.

Remarks

• Settings are applied to all events of the organization.
• If you want to add your suppliers contact details, click on " Contacts " in the column " Contacts ". Then, click on " Add a contact ", enter the contact details and click on " Add " to save.
• Status, categories and suppliers are to be defined in the organization by the owner. Members can't create a new status, a new category or a new supplier.