Analytic Budgets
Budgets by analytic account.
Overview
Analytic budgets set planned amounts per analytic account and period, so a branch or project can be tracked against its own budget.
When to use analytic budgets
- You budget by branch or project.
Step by step
In the Accounting module open Configuration in the green navigation bar, then choose Analytic Budgets under Management.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.analytic.create
- accounting.analytic.delete
- accounting.analytic.read
- accounting.analytic.update