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We've made improvements to budget invoicing based on Actual Spend, which means you can now invoice budget campaign items according to the actual amount spent without going over the item's budget. You can also store monthly actual spend amounts in the revenue schedule records. Just keep
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Keep in mind that there are some conditions that need to be met, like selecting the budget billing category. |
General Limitations
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Certain fields in Buying Order and Buying Item can be pre-filled, as enabled from the Administration Settings. Efforts are being made to enhance automation in the future.
The reconciliation feature is coming soon
Packages are currently being worked on to enable support of the budget billing category