Make a budget transaction

Budgets change from time to time, sometimes you need to add credit and sometimes they need to be reduced (debit). Here's how to make those changes.

Note that tables have recently been updated. Click here for more details.

Instructions for making a credit

1

Open Dokio and select 'Admin' from the top menu

2

Select 'Ordering' from the dropdown list

3

Select 'Budgets' from the submenu

4

Select the budget that you wish to edit and  'View' on the action menu (3 dots) on right-hand side which will take you to the 'Make a transaction' screen

5

Select 'Credit' from the 'Transaction type' dropdown box

6

Enter the amount you are adding into the budget

7

Add in notes so that you will recall why these funds were added to the budget

8

Once your content is entered correctly, proceed to  'Make transaction' and Dokio will publish your budget with the new credit.

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Instructions for making a debit

1

Open Dokio and select 'Admin' from the top menu

2

Select 'Ordering' from the dropdown list

3

Select 'Budgets' from the submenu

4

Select the budget that you wish to edit and  'View' on the action menu (3 dots) on right-hand side which will take you to the 'Make a transaction' screen

5

Select 'Debit' from the 'Transaction type' dropdown box

6

Enter the amount you are debiting from the budget

7

Add in notes so that you will recall why these funds were removed from the budget

8

 Once your content is entered correctly, proceed to 'Make transaction' and Dokio will publish your budget with the new debit.