10.9 Budget & Expenses

Related Products Tradepoint Enterprise

Tradepoint includes tools for adding a budget and individual expenses for each project.

One or more budget items can be added per project. Each budget item will be specific to a project.
The budget button in the projects tool bar will be where budget items are displayed and created. Adding a new budget item is done by clicking on the New Budget Item button in the lower right.

 
Enter in Details for a budget item and click Save when finished. The budget item will then display in the project.
Adding expenses to a project is a similar process. The Expenses icon in projects will have a new expense button in the lower right. Clicking that will open a screen to add details about the project expense.

 
Click save when finished. The expense will appear within the project. Project expenses are posted within the project only. Use the expense tool under the personal tab for entering expenses being submitted by an individual.