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Close · Budgets
Module: Accounting Pro
Where to open in admin
- Log in to Admin.
- Open sidebar menu Accounting Pro.
- Click Close · Budgets.
- Direct route (for admins):
admin/accounting_pro/accounting_pro_budgets
What this screen is for
Plan and track budget vs actual.
How to use — step by step
- Create budget for fiscal year/period.
- Enter amounts by account or cost center.
- Approve budget if workflow exists.
- Run budget vs actual report during the year.
Common buttons & actions
- Copy budget
- Approve
- Budget vs actual report
Required permissions
Staff need the accounting_pro_budgets feature with: view, create, edit, delete.
Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.
Before you start
- Make sure your role can view this screen (and create/edit if you will change data).
- Complete module Settings and any required master data first.
- If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.
What good looks like
After you finish on Close · Budgets, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.
Tips & best practices
- Use clear codes/names so teammates can search later.
- Prefer filters (status, date, warehouse, assignee) before exporting large lists.
- Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
- When stuck, compare a working sample record field-by-field with the one that fails.
Troubleshooting this screen
- Blank page / access denied — permission missing or session expired; re-login and check Roles.
- Cannot save — required field empty, invalid date, or master record not selected.
- Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
- Button missing — your role lacks create/edit/approve/export for this feature.