Under the Budget heading you will find budget information for this customer.
Year
The current year appears by default, but can be changed. This means that you can create next year’s budget in advance. You can also select previous years.
Annual Budget
Here you enter the budget total. The total can be evenly distributed over all the periods or based on a budget chart. You can also manually distribute the total. You must then leave this field empty.
Distribution
If you have entered a total, select Even to evenly distribute the total over the periods. Select Chart and load a budget chart if you want to distribute the total based on a budget chart. If you do not want to distribute the total you select None.
Period
Here you can see all the periods of the budget year. The current period is shown in bold font.
Amount
Here you will see the period's budget amount based on the distribution. You can manually change the budget amounts.