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Is it possible to set budget for individual employees?
Yes, you can set budgets for individual employees. Here’s how:
- Click Accounting on the left sidebar.
- Navigate to the Budgets dropdown in the Modules bar and click Employee Expense Budgets.
- Click + New Budget in the top right corner.
- Select User Budget.
- Select the User from the dropdown.
- Select the Fiscal Year, Budget Period, Budget Type, and enter the Budget Amount.
- Click Save.
You can also set budgets for individual employees from the Employee Details page. Here’s how:
- Click Employees on the left sidebar.
- Navigate to the Employees tab in the Modules bar.
- Click the employee’s profile.
- Go to the Budgets tab.
- Click + New Budget.
- Select the Fiscal Year, Budget Period, Budget Type, and enter the Budget Amount.
- Click Save.