To track group budgets and payments XREF, start by managing your group XREF, and open Money along the left.
This opens your Accounting Book. At the top is a summary of budgets and expenses. Advanced budgets XREF are hyperlinked, simple budgets are not. If your admin has enabled Group Funds, you will see that here too.
- Allocation / Revenues: Budgets allocated to your group, and credits from other sources into those budgets.
- Expenses: Payments requested from budgets. Amounts not yet approved will be listed as pending.
- Balance: Allocation minus expenses, or the money you have left.
Below the summary is the Transactions list, which shows records of all funds in and out. Each transaction is listed with a name, user who entered it, and source - the budget where the money was allocated or removed. Each payment request is listed as Pending Approval, Approved, or Rejected.
This list can be searched or filtered XREF, for example to see transactions from a specific budget, item category, etc.
