Budgets, purchase orders and assets

Budgets

1. Open Budgets and choose Add budget line.
2. Pick the year, ministry, fund and category, then enter the amount.
3. Leave the status as draft until the PCC approves it, then change it to approved.

Edit or delete a line from the Actions column. Everyone with the page open sees the change at once.

Purchase orders and assets

• Procurement: give each order a number, supplier, item, quantity and unit cost, and move it from draft to approved, ordered and received.
• Assets: record a tag, name, location, custodian, cost and condition. Mark an item disposed instead of deleting it when it leaves the parish.