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"]
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.