This functionality is only available if you are an Admin user
To add a new budget, on Yordex
- Go to the ["Settings" > "Cost allocations"]
- Click on ["+ New Cost Allocation"]
- Complete the form. See this article for more details about each field
- Click ["Save"]
We recommend you to only set up the cost allocations your users will actually need, not your entire chart of accounts. That makes it easier for users to find the right cost allocation to charge to.
Cost Allocation groupings
Cost allocations can be organised in hierarchies. For example, you can group them by department, legal entity, project or customer.
Please contact us to set this up.
Once set up, only cost allocations at the Account Code level can be added or updated online as described above.
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