Skip to main content
Eptura Knowledge Center

Budget Accounts

  1. Last updated
  2. Save as PDF

Budget Accounts help you track costs such as labor costs on Work Orders or purchasing inventory on Purchase Orders get logged as transactions against accounts.

This section lets you:

  • Create Budgets and Budget Accounts

This activity may be something you do often for projects or when expanding to new sites or locations. For example:

  • set up a budget account to track a capital improvement project.
  • Set the default budget account for work orders assigned to this project to track those expenses separately from your general maintenance and repair budgets. 

Note that you can do this activity programmatically with our Developer API if you want to keep your account list in sync with another system such as an accounting or ERP solution.

  • Complete Budget Planning 

So that you can track spending by accounts or projects. You can choose to set budgeted amounts per account on a weekly or yearly basis, either way you have the flexibility to set goals and track spending.

  • View Budget Transactions

Track spending per budget account and you can see costs month by month or yearly.