Connected Britixo help topic

Project budget help index

Every Britixo help article connected to project budget is collected here. Open a guide for the exact workflow, then follow linked terms and related guides across CRM features, Accounting & Bookkeeping and Appointments & Scheduling.

25 connected guidesLive-search indexedBritixo only

01Enable Accounting access and permissionsAssign the minimum Accounting & Bookkeeping capabilities required for each role without exposing settings or destructive actions unnecessarily.Accounting & Bookkeeping 02Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping 03Create and manage accounting classesAdd optional classes for segmenting transactions and reporting across departments, locations or other approved dimensions.Accounting & Bookkeeping 04Accounting budgets overviewPlan monthly, quarterly or annual Profit & Loss or Balance Sheet amounts and compare budget with actual Accounting results.Accounting & Bookkeeping 05Create an Accounting budgetBuild a monthly, quarterly or annual ledger budget from scratch or from prior financial-year transactions.Accounting & Bookkeeping 06Import, update or delete an Accounting budgetMaintain budget values through the supported workbook or edit flow while protecting approved versions.Accounting & Bookkeeping 07Use Accounting budget reportsCompare saved Accounting budgets with actual ledger results using overview, variance and performance reports.Accounting & Bookkeeping 08Project budgets overviewPlan and control project-level spending by category with manager ownership, dates, approval and export workflows.Accounting & Bookkeeping 09Create and edit a project budgetSet a project's budget period, owner and detailed category limits before submitting it for approval.Accounting & Bookkeeping 10Submit, approve, reject or void a project budgetMove a project budget through the configured approval chain and preserve the decision history.Accounting & Bookkeeping 11Export a project budgetCreate an Excel output of project budget details for controlled review, approval evidence or project reporting.Accounting & Bookkeeping 12Configure project budget categoriesCreate the approved category list used to structure project budgets, imprests and claims where applicable.Accounting & Bookkeeping 13Check transactions against a project budgetUse budget mappings and enforcement settings to compare proposed project spending with approved category limits.Accounting & Bookkeeping 14Imprests overviewRequest, approve, disburse and retire staff imprests while recording purpose, receipts, actual spending and variance.Accounting & Bookkeeping 15Create and submit an imprest requestRequest a controlled staff cash advance with project, category, amount, purpose, accounts and supporting attachments.Accounting & Bookkeeping 16Approve and disburse an imprestReview an imprest request, complete the approval chain and confirm the advance payment and ledger impact.Accounting & Bookkeeping 17Retire an imprest and record varianceRecord actual expenditure, receipts and the difference between the staff advance and eligible spending.Accounting & Bookkeeping 18Review imprest ledger entries and attachmentsAudit the disbursement, retirement, refunds and receipts connected to an imprest request.Accounting & Bookkeeping 19Claims and reimbursements overviewSubmit staff expense claims, approve eligible amounts and record reimbursement or refund entries with project and category context.Accounting & Bookkeeping 20Create, submit and review a claimRecord a staff reimbursement request with project, category, amount, accounts and evidence before sending it for approval.Accounting & Bookkeeping 21Approve, reject and reimburse a claimReview claim evidence, complete approval and record payment to the staff claimant.Accounting & Bookkeeping 22Manage claim refunds and ledger entriesReview, edit or remove reimbursement records and confirm claim booking and payment entries remain accurate.Accounting & Bookkeeping 23Configure Accounting approval workflowsDefine approvers and approval steps for claims, project budgets and imprests using staff, manager and department relationships.Accounting & Bookkeeping 24Understand Accounting approval statusesInterpret draft, submitted, waiting, approved, rejected, paid, refunded, disbursed and retired states across controlled workflows.Accounting & Bookkeeping 25Export, print and filter Accounting reportsProduce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.Accounting & Bookkeeping