Sales
How to set the budget calcuation in work orders?
- Click on “Work Orders” from the main dashboard.
- Click on “Work Order Settings”.
- Click on “Settings”.
- Select the budget calculation:
- Expenses: The budget calculation will be linked to the outbound cash flow inside the work order and the indicator moves with any added expense or cost in work orders.
- Invoices: The budget calculation will be linked to the total result of the invoices in the work order and the indicator moves with any issued invoice inside the work order.
- Click on “Save”.
Note: the budget calculation settings will be applied to all the work orders in the account and it cannot be set for certain work orders.