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
On the left menu, click on the name of your organization.
Step 2
In " MANAGE ", click on " Budget settings ".
Step 3
- In "Categories", click on the "+ Create category" button on the top right of the page to add a category. A pop-up window appears. Add a name and an associated VAT rate, then click on "Add" to validate. Start again as many times as needed. A search bar can help you look for already created categories.
- In "Status", click on the "+ Create status" button on the top right of the page to add a category. A pop-up window appears. Add a name, then click on "Add" to validate. Start again as many times as needed. A search bar can help you look for already created status.
- In "Suppliers", click on the "+ Create supplier" button on the top right of the page to add a category. A pop-up window appears. Add a name and an associated category, then click on "Add" to validate. Start again as many times as needed. A search bar can help you look for already created suppliers.
- In "Validators", click on the "+ Create validator" button on the top right of the page to add a category. A pop-up window appears. Add a last name, a first name and an email address, then click on "Add" to validate. Start again as many times as needed. A search bar can help you look for already created validators.
- In "Cost centers", click on the "+ Create cost center" button on the top right of the page to add a category. A pop-up window appears. Add a name and a reference ID, then click on "Add" to validate. Start again as many times as needed. A search bar can help you look for already created cost centers.
Remarks
- Settings are applied to all events of the organization.
- If you want to add your suppliers contact details, click on edition button of your supplier, then click on "Contacts". A new chart appears, named "Contacts" 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. We recommend that you get in touch with your organization owner.
