Make the most of the budget

Here are the steps to follow to use the functionality on the Lota.cloud platform.

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Benefits of the functionality

Set a cost control budget
Individually configure the amounts allocated per period
Predict and anticipate expenses over a defined period
Tracking costs accurately
Compare budgeted and actual expenditure
Receive personalised alerts in case of overruns

Unlimited number of budgets

I. Creating a budget

Login to your Lota.cloud account
Go to the "Budget" tab
Click on "Create a budget
Fill in the parameters :
- Name of the budget
- Description
- Name of the person responsible
- Start and end date
- Periodicity (daily/monthly/annual analysis)
- Amount allocated
- Targets to be filtered if necessary
Save settings

II. Modify or delete your budget

Go to the "Product dictionary" tab
Click on the "pen" icon or the "modify this budget" button to modify and the "cross" or the button to delete
Change at your convenience "the target allocation amount".
Manually customise the amounts allocated by period by clicking on the amounts to modify them
Do not forget to "Validate all periods".
Save the changes

III. Visualising and exporting your budget

After creating a budget

Go to the "budget" tab
Click on the budget to view
Click on "Share this budget" to copy/paste the budget link and set up access for the users concerned
Analyse the amount budgeted and the amount achieved by the graphs presented by period

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