Budgets

Create budgets from the time records.


To create a budget:

Open the Control Panel, and click on the Budget tab.

Click the + button to create a new invoice.

Change the name to something more meaningful, and edit any of the other fields.

Change the filter to reflect which time records should be used with the budget.


If you have a lot of time records, and the budget is set to “No Filter” the budget information may take a few extra seconds to compute the values.