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Setting up budgets

Switch budgets on, build templates and sections, and set client budgets

  • Budgets in Glide: an introduction
  • Switch on budgets and give staff permission
  • Create a budget template for a workflow sub-system
  • Budget template sections: every setting explained
  • Add default budget allocations to a template
  • Set a client-specific budget

Categories

  • Setting up budgets
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