The Budget feature in SprintSuite allows your departments to nominate and track spending per purchase types/GL codes. In order to set up a budget you must first have all your purchase types entered in the Purchase Types tab.
Select a department from the drop-down list to nominate a budget for.
You can now enter a total monthly budget amount for each purchase type manually by entering figures into the number fields.
If you would like to set up rules and formulas, you can by holding your curser to the right of the number field until you see a blue arrow.
This will apply a rule from your first entry to the next month.
You do have the option to add a Fixed amount every day.
Add in your amount and click on Apply.
Below is an example of the fixed amount appearing every month.
Adjust amount every month by entering in a figure every month the budget will increase by that amount.
Add in your amount and click on Apply.
Below is an example of the amount increasing every month.
Adjust by percentage each month-For example, if my first entry was $50 for bank fees for the month Jan, I enter $50 in Jan, then press the blue arrow, and nominate a 10% increase rule per month and press Apply this will populate the rest of the fields for that year with the formula.
Below you can see the system has calculated the % every month moving forward.
When purchasing Admin Users will be notified in the system when you go over that purchase type for the month.