Budget Planner Integration in Dash SaaS
Introduction
The Budget Planner module in Dash SaaS is designed to provide users with robust financial planning and management capabilities, seamlessly integrated within the platform. This module enables users to create, track, and manage budgets efficiently, offering real-time insights and analytics for informed decision-making. Key features include customizable budget categories, expense tracking, income forecasting, and interactive visualizations. This documentation outlines the Budget Planner’s setup, configuration, and utilization, ensuring users can fully leverage its capabilities to achieve their financial goals. Whether you are a new user or seeking to deepen your understanding, this guide offers comprehensive information to optimize your budgeting processes.
Workflow
Installation
Step 1 : Super Admin Access
- First, the super admin must add the Budget Planner add-on by going through a few procedures.
- Scroll to “add-on manager” after logging in to the super admin side.
- To include the Add-On, click the “+” (Module Setup) button.
- You will see a box where you must attach the ZIP file for the “Budget Planner Add-On.”
- You must enable the module once the setup procedure is finished for the remaining customers to purchase this add-on.
Step 2 : Company Login Access
- After the super admin enables the add-on, the admins can purchase the add-on and access the Budget Planner add-on by following the steps mentioned below.
- So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the Budget Planner add-on and purchase it.
Step 3 : How to use the Budget Planner Add-on
- After purchasing the Budget Planner module, go to the sidebar and find out the Accounting module.
- Once you find out the Account Module, you will see a button for budget planner click on that button and you will be able to see a page for budget planner.
- On that page, you will see the list of budget planners (if any) that have already been created. You can also view, edit, or delete budget planners whenever you want.
- To create new budget planners, click on the “+” button, after which you will be navigated to a page. Here, add the name of your budget planner, budget period (monthly, quarterly, half-yearly, and yearly), and the year.
- After that, you will need to add the income and expenses as per your budget period. Here you will be given two options both in income and expense categories.
- In the income category, you will need to add the maintenance sales amount and product sales amount. After which you will get to see the total amount.
- In the expense category, you will need to add the amount of rent or lease, and travel. After which the total expense of that budget period will be presented in front of you.
So, this is how you can use the budget planner module without facing any kind of difficulties.
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