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How to Add a Financier Budget

How to Add a Financier Budget

Owned by Matthew Garrett
Last updated: Feb 14, 2019


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TFS Admin Guide - Table of Contents

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  1. From the Month drop-down list, select the month for the financier budget.
  2. Click the New button. The Financier Budget dialog will be displayed.



  3. Select the financier.
  4. Select the month.
  5. 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.
  6. Enter the notes, if required.
  7. Click the OK button. The Financier Budget dialog will close.