Marketplace page: https://marketplace.creatio.com/app/salesup-budget-management-creatio

The Sales'Up Budget Management for Creatio is a solution for managing a company's budget and expenses within the familiar Creatio interface. The product provides CFOs, department heads, and budget managers with a single tool for planning, monitoring, and reallocating funds without having to switch between Excel, accounting systems, and Creatio.

Contents:

Notes and Restrictions

• Requires the Creatio Sales product line, which includes the "Contracts" section.
• The product is compatible with all products on the Creatio Sales platform version 7.14 and above.
• The Data Management functionality is installed along with the application. SalesUp Budget Management for Creatio license provides access only to manual budget calculations. To use automatic calculations, you must purchase the Data Management for Creatio license.

Product Installation

Installation instructions are available at the following link:

Product installation

Setting up the "Budget Articles" section

The "Budget Articles" section is necessary for creating articles upon which the budget is based.

To create a budget article, follow these steps:

1. Go to the "Budget Articles" section;
2. Click the "New" button.

On the record page, fill in the fields:

• Article — the name of the article by which system users will identify the current article. It is recommended to enter a unique name;
• Currency — the currency of the budget article;