Budgets

Introduction

Budgets allow the division and annual re-stocking, of financial resources, against which expense requests can be made. The following three concepts are useful in understanding how Gibbon’s budgets work:

Getting Started

  1. Go to Other > Finance in the main menu at the top of the page.
  2. Select Manage Budgets in the module menu
    1. Use the Add button page_new to create new budget areas.
    2. Ensure that new budget areas have the correct staff, with the correct permissions, allocated to them.
  3. Select Manage Budget Cycles in the module menu
    1. Use the Add button page_new to create new budget cycles.
    2. For each new budget cycle, allocate funds to appropriate budgets.
  4. Move on to look at the expense Approval Process.
Last updated : December 9, 2017 2a01dfc
Contributors to this page : rossdotparker