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Understanding Budgets

In this video, we walk you through accessing and managing budgets in MYBOS. You can set up budget account codes, allocate invoices, and track remaining budget amounts. I demonstrate how to archive old account codes, export data to Excel, and preview invoices. Take note of the detailed breakdowns and editing options available for efficient budget management.

  1. Accessing Budgets:

    • Navigate to the building section on the left-hand side panel.

    • Click on "Budget" to open up the breakdown of budgets.

     

  2. Managing Budgets:

    • Utilise the "Active" and "Archive" sections to manage old account codes.

    • Export data to Excel by selecting items and clicking on the export option.

    • Edit individual account code information if needed.

  3. Viewing Details:

    • Click on a specific budget account code to view a breakdown of invoices.

    • Select a particular invoice to view case details and allocated invoices.

    • Download and preview invoices for reference.

  4. Tracking Progress:

    • Monitor budget status to ensure expenses are within budget limits.

    • Use the export to Excel feature to generate reports on budget spending, amounts, and remaining balances.

  5. Additional Features:

    • Enable edit when in the excel version of the report to click on an invoice preview copies of invoices for reference.