Create a budget

Dokio allows you to create budgets that can be tailored to your business requirements.

Instructions

1

Open Dokio and select 'Admin' from the top menu

2

Select 'Ordering' from its dropdown list

3

Select 'Budgets' from the submenu

4

Select 'Create new budget +'  button

5

From here, you can set up your new budget, by working down the list of requirements

Budget name
Name your budget accordingly.

Billing code
This is a shortcode displayed in orders to help suppliers with invoicing.

Billing codes should ideally be short but clear to what they relate to - mainly if a hub uses multiple budgets. The billing code is appended to the front of all order codes that come out of that budget.

Budget status
Here you can set the status of your budget. Available or Suspended.

Suspension threshold
Once the budget has crossed below this amount, it will automatically be suspended.

Budget notifications
Set notifications here to notify users when this budget falls below a certain amount.

Budget notification amount
Enter the minimum amount to notify selected users.

Users to notify
Select which users will receive notification emails about this budget.

6

Once your content is entered correctly, proceed to 'Create budget'

You will now be taken to the 'View Budget' section to add a transaction

7

Set the 'Transaction type' from its dropdown menu, enter an amount you wish to add or deduct, and include an optional message to your transaction

8

To finalise the transaction amount, click 'Make a transaction'.

Once you’ve made a transaction, you can continue to create more or simply click 'Cancel' to exit the page. To go back to this 'View Budget' page see article Make a budget transaction.