1. Help-Fwdebt
  2. Fairways Debt / Insito
  3. Budget Allocation

Create a Class in a Budget of a Budget Allocation

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  • Finance Active

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Fairways Debt enables you to create budget allocations. Once you have created a budget allocation and a budget, add a class to the latter.

 

Prerequisites
  1. Create a budget allocation
  2. Create a budget in the budget allocation

 

Log In to Fairways Debt
  1. Log in to Fairways Debt.
  2. Load the relevant customer account.

 

Create a Class in a Budget of a Budget Allocation
  1. Click Update.
  2. Navigate to Characteristics > Budget.

Dashboard_Update_EN.png

  1. Click Plus Add_Gray.png beside the relevant budget.

Budget_EN.png

  1. Complete the form with all relevant details.

Field

Description

Name

Class name.
  1. Click Validation.

Budget_Class_Create_EN.png

The new class displays in the budget.

Budget_Class_Created_EN.png

 

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