Budget Groups

Create Budget Groups

Instructions for creating budget groups​

1. In Chargeback access Budget Groups:

1. Click add Budget Groups

1. Inform the name of the budget group and click Save

Manage transactions

Transfer amounts from budget groups to accounts.

1. In Chargeback, access Budget Groups, Search for the desired budget group.

1. Click on the balance

1. Inform the competency and click on New Transaction

1. Inform the transaction data

• To: Select the Consumption Group from the list

• Amount to be transferred: Inform the amount

• When to transfer: Inform the transfer date

1. Save the transaction