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Budget start date period not matching financial period

Alexandra de la Tour
I am populating my budgets for revenue on the rota module, I have selected week 1 to be starting on Monday 01/01/2018. However the week for budget starts in June 2017 but our financial year starts in January. We end up with periods not matching our financial periods. Please may you assist?
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Cristabelle Metcalfe

Good Morning @Alexandra De La Tour​,

 

As the imputing of the Budget in the Configure Locations is manual you can start where you like, its up to you to decide if you want to start on Financial or Budget start date.

 

We usually recommend that the week 1 should be the first week of financial year so that week’s align, but the flexibility is up to you!

 

I hope this helps!

Cris

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Alexandra de la Tour

@Aline Chardon​ I hope this helps. But please feel free to come back on this platform if you have more queries around budgets.

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