Abiquo 5.0

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Field

Description

Name

The name of the budget

Amount

The total amount of the budget and the currency. By default use the currency of the pricing model of the main enterprise. If an enterprise in the hierarchy has a different currency and a conversion_factor enterprise property, perform a conversion.

Start date

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 dateOptionally enter an end date
Reset cycle

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