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The Financier Budgets screen manages financier financial targets to help with recurring volume brokerage. As an example, a financier may offer an incentive if doing a specific sum of business with them.
This screen allows you to enter and manage the financial targets offered by financiers.
Opening the Financier Budgets Screen - Click here to expand...
- From the Administration menu, select Templates then Financier Budgets.
- From the sidebar, select Templates then Fin. Budgets.
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How to Add a Financier Budget - Click here to expand...
- From the Month drop-down list, select the month for the financier budget.
- Click the New button. The Financier Budget dialog will be displayed.
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- 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.