Follow these steps
Step 1:
Open the client’s profile and go to Assign Line items (here assign all the required line items) then click on the Fund Details tab.
Step 2:
Find the category and click Add Line Item.
Step 3:
Tick one or more line items and confirm. Only items assigned to the client in that category are listed.
Step 4:
Enter a Quantity for each. RotaWiz works out the Total Amount (Quantity × Rate).
Step 5:
Watch the Allocated and Remaining figures update as you type.
Step 6:
Click Save.
Good to know:
- Decimals are fine for hours and kilometres, for example 7.5 hours.
- Allocating plans for theplans the budget. It doesn’t spend it.
- Each category is checked on its own budget. Unused budget doesn’t move to another category.
- Removing a line item here doesn’t change past invoices, and the item stays in Assign Line Items.