You set budgets by property in Inn-Flow Procurement by uploading a budget file that assigns budget amounts to GL Codes for each property. A budget is the planned spend limit for a GL Code (a general ledger account) over a period. Once uploaded, Inn-Flow Procurement automatically maps the amounts to the matching properties and GL Codes and displays them alongside actual spend.
Upload a Budget File
Prepare your budget file with a row for each GL Code and the budget amount assigned per property.
Upload the file in InnFlow Procurement.
Confirm the budgets map to the correct properties and GL Codes.
Automatic Syncing
If you would rather not upload a file manually, you can connect your accounting or BI (business intelligence) tools so budgets sync automatically. Your Customer Success Manager can help set this up.
Please note that for active Inn-Flow users, budgets are automatically imported from Accounting. If you need to make updates, you can do so directly through Inn-Flow.
Reach out to your Customer Success Manager to enable automatic budget syncing from an accounting or BI tool. |