Budget Dashboard

• Our Budgets module is included as part of our Enhance and Elevate subscriptions. 
• Budgets are a great way to forecast, record and track your Catering expenses.
• When you have the Budgets module you can cost your menus and calculate cost per bed per day.
• Only Administrators can add new Budgets and delete existing budgets.

To access Budgets:

1. Click on Budgets in the left side nav:
   
   
   
2. Select Budget Dashboard and the dashboard will automatically open to your Main Budget.
   
   
3. If you haven't marked a Budget as your Main Budget, you can select your chosen Budget from the 'Select Budget' drop-down menu:
   
   
4. The Dashboard shows the following information for your Main Budget (or selected Budget):

• Budget Name
• Start Date
• End Date
• Forecast cost per Resident per day
• Actual cost per Resident per day
• Three graphs are also displayed - Forecast vs Expense, Cost by Category and Cost by Supplier.
  
  

5. The Budget can also be filtered by Supplier and by Category.    

6. Click Generate Report to download a Budget Expenses Report.  

7. Click on the downloaded file to View and Print the PDF.

To learn more, please go to Manage Budgets.