Key Steps
1. View Remaining Budget 0:00
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This budget can be allocated against completed cases or maintenance schedules.
2. Add Invoice and Deduct from Budget 0:12
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Navigate to the 'Add Invoice' section.
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Deduct the invoice amount from the budget
3. Understand Color-Coding of Budget Balances 0:32
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Familiarize yourself with the color-coding system:
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Green: Positive balance
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Red: Negative balance
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Yellow: Exact zero balance.
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4. Monitor Budget for Maintenance Schedules 0:46
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Allocate budgets for completed maintenance schedules.
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Check the remaining balance to ensure expenses are within budget.
5. Identify Budget Status 1:12
Notes
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Always double-check the amounts entered when adding invoices to avoid discrepancies.
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Regularly monitor budgets to prevent overspending.
Tips for Efficiency
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Set reminders to review budget balances weekly.
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Use the color-coded system to quickly assess budget status at a glance.