Steps:

 

  1. Log into startaz.io
  2. Locate and click on the Accounting & Finance module
  3. Click on the Chart of Accounts dropdown menu
  4. Select Budget Forecast from the presented options
  5. This directs you to a Budget Forecast page
  6. To create a new budget, click Create Budget (blue button). Complete the create budget projection form. Choose year, budget type and choose how you want create budget i.e. create from scratch, create from previous year actual data or create from the current year actual data
  7. Click on Submit to save. This directs you to page containing different accounts and different months and total projections
  8. Update the amounts for the different months on according to the budgeted amount.
  9. To send for approvals, scroll down to the bottom page. On the Action drop down select Approve then proceed and click on the Go button to complete. This awaits approval