Getting Started
- General information
- API FAQs
- Communication/Emails in iplicit
  - Why are my emails failing to send?
Bank
Year End
Budgets
- Budget FAQs
  - How do I create/renew budgets for new financial year?
  - How to Correct Budget Period Issues When Copying and Creating Forecasts?
Workflows
- Workflows FAQs
Purchase
- Purchase orders
  - How do I write off a purchase order?
- Credit Notes
  - Can I allocate a Purchase Credit Note to a Purchase Order?
- Invoices
  - Can I delete the text from the ‘Their ref’ box after posting a sale invoice?
  - How to change the posting attribute on a document?
Sale
- Sales Orders
  - How do I write off a sales order?
- Automations
  - How to set up deferred income
Access permissions & user roles
- User management
  - How do I remove/delete a user?
- User access
Assets
- Fixed Assets FAQs
General Ledger
- GL FAQs
  - What is the purpose of the opening and closing balances on GL Reconciliation?
Training Videos

How to Set up Budgets

Modified on: Thu, 5 Jun, 2025 at 2:16 PM

This video covers: how to set up Budgets, different budget types and budget forecast.