1.2.1. Go to the Budget Management panel.
1.2.2. Choose the budget for which you want to view by clicking on the budget name link. This will take you to the overview page.
1.2.3. On the left-hand side, click on the Income/ Expense tab, which will open the Income/ Expenses list panel.
 |
|---|
1.2.3.1 To access more information about the Income/ Expense, choose the income/expense which you want to view by clicking on the key of the income/expense. This will take you to the details page.
 |
|---|
1.2.4. Here, you can find all information about a specific income/expense that you want.
1.2.5. At the top, you can find the key, summary, status of income/expense, which budget it belongs to, and related issues.
1.2.6. You can easily find out the Plan/Actual amount and ratio of Income/Expense with the chart in the upper right corner.
 |
|---|
Activity section provides information about the dates and times of changes made to Income/Expense.
1.2.7. Click the “See More” to get information about category, group and company.
1.2.8. Add a plan/actual by clicking the "Add Plan/Add Actual" button in the upper right corner.
Categories are used to organize, sort, and group similar things together to facilitate understanding, navigation, and management.
Groups refers to a specific division, department, or section within an organization that focuses on a particular function, project, or aspect of the business. It helps structure and organize an organization's activities and resources based on specific goals or functions.
1.3. Constraints
When it comes to View an Income/Expense detail page, there are a few important considerations.
1.3.1. If you don't have the necessary permissions, you'll encounter difficulties when trying to view an Income/ Expense.
1.4. Issues that may arise
When you attempt to View an Income/Expense detail page , there are several potential issues that you might encounter:
1.4.1. Ensure that you possess the necessary permissions; lacking the required permissions will impede the Income/ Expense Details viewing process. Please contact the budget administrator to obtain the necessary permissions.