How to Add Budgets to Clients

You can add a client budget while creating a client.

Creating the Budget

STEP 1

First, navigate to the client section by clicking on Clients from the menu bar.

STEP 2

To add a client simply press the Add new client button.

STEP 3

A pop-up window will appear where you can enter the details of your new client.

Enter the name, email, phone no, address, Select project and then select the budget type and define the following:
1.Type– can be total cost or total hours logged to the project.
2.Based on– a choice between pay rate and bill rate.
3.Cost/Hours– based on your selection for the Type, this can be total cost or total hours logged to the project.
4.Notify at– set a percentage of the budget where you’ll be notified via email.
5.Resets– can be “never” (choose start date) or monthly.
6.Include Non-Billable Time– enable to include non-billable time.
Hit Add client button.

Editing the Budget

STEP 1

First, navigate to the client section by clicking on Clients from the menu bar.

STEP 2

Click on the [ ⋮ ] button on the right side of the client you wish to edit and then click on the “Edit client” option.

STEP 3

Update budget and click on the save button.

Updated on: 09/03/2023