Create a Budget in the Budget Allocation

Fairways Debt enables you to create budget allocations. Once you have created a budget allocation, add a budget to it.

 

Prerequisite

 

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

 

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

Dashboard_Update_EN.png

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

Budget_EN.png

  1. Complete the form with all relevant details.

Field

Description

Name

Budget name.

Model

Model type.

  1. Click Validation.

Budget_Create_EN.png

The new budget displays in the budget allocation.

Budget_Created_EN.png

 

What's Next?
Related Documentation
Was this article helpful?
0 out of 0 found this helpful