Update on how budgets can be utilzed: in the default state, the financial budgets (for project income and expenses) are utilized only from the paid income and expenses. However, you can choose whether the budgets should also be utilized from unpaid (i.e. planned) items (including planned recurrent income/expenditure):
If you choose to have the budgets also utilized from upaid income or expenses, then the system calculates the utilization as follows:
- for unpaid income and expenses, the planned amount of income/expense is used (with or without VAT, depending on the option chosen)
- for paid revenue and expenses, the amount as paid is used (with or without VAT, depending on the option chosen)
The default value of this setting for projects and tasks can be set in the settings of the Projects section (General tab). The default value can always be changed manually for each project or task.