The name of the budget
The total amount of the budget and the currency
Enter the date to activate the budget.
If the start date is in the past, the platform will use the past bills stored in the platform (as displayed on the billing dashboard). If the start date does not align with the billing period of the past bills, the platform will not include the time until the start of the billing period.
For example, when a provider bills on the 15th day of the month, if you create an annual yearly budget starting from the 1st day of January, the first 14 days of the year will not be included.
If the start date is in the future, the platform will update the budget when it registers new billing details for the billing dashboard
|End date||Optionally enter an end date|
Select an option to reset the budget after each month, quarter, year, or never.
The reset cycle begins at the budget start date. So a budget starting on the 15th day of the month would be reset on the 15th day of the next month