Set future targets and manage budget rollover in one place
Future target
You can define your target budget up to 12 months in advance for both accounts and budget groups. There is also an option to upload the targets (using a CSV file) for up to three months in advance.
Adalysis will set the specified target on the first day of the month.
You'll need to define a monthly target before defining future targets.
Rollover
Rollover lets you specify how underspent and/or overspent budget should be allocated in the following month. This setting is available for accounts and budget groups.
You can also set up an email reminder to be sent the rollover amount at the start of each month.
