It is possible to Roll Over a budget to save re-entering the information for a new period. Cancelled tenancies are not included in the new budget.
First, open the Budget, then Click Roll Over Budget
Confirm dates and increases by %
- Check start and end dates are correct
- Edit each line for a different % based increase, specific $ amounts can be entered by editing budget after the roll-over.
- Confirm by clicking Roll Over Budget, this will create a new draft budget
Editing the Draft Budget
Click Edit Allocations to open the budget as a table and edit any part, or click on individual allocations to make changes. This step adds any new tenancies into the budget.
When the new budget details are correct, Approve the Budget
See Adding a Budget for further details.