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5.8 Appointments-Budget Items


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Adding a Budget item to an Appointment can be done by clicking on the Budget icon in the tool bar at the top of the Appointment details screen.

Existing Budget items will appear in your Appointment as shown in the image below.

Clicking on the 'New Budget Item' icon will open the window for you to add the details of the Budget or Budget item to your Appointment. A view of the window is shown with details.

The Reporting capability within Tradepoint will allow you to search on an report Budget Items within a date range or through additional search criteria to add these to a report at a later date.

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