My budgets

This table shows a list of budgets "in negociation", it you can access the budgets of this stage or your customers, simply click on the desired link.

In the current period we control bar periods display it on the screen. When logged in as a manager or administrator to change the current date is possible.

The button "create budget " allows the generation of a new budget, this button can be hidden in settings forcing the creation of budgets only from the customer record.

The buttons of "Financial", "Measurement" and "Closed" allow queries of budgets in these stages, the button of "General" allows all budgets consultation with a column dedicated to the display of the respective stages.

Here's how to submit budgets with dates prior to the current period to the stage pending or closed.