- From the Month drop-down list, select the month for the financier budget.
- Click the New button. The Financier Budget dialog will be displayed.
- Select the financier.
- Select the month.
- Enter the budget amount. This is the total finance that requires settling with that financier for that particular month in order to receive a volume broker incentive.
- Enter the notes, if required.
- Click the OK button. The Financier Budget dialog will close.
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