Adjusting Budget Timeline

  • Updated

The Budget Timeline tool is meant to offer you and your team flexibility with how and when your budget begins

As an Admin in Postal you can find the Budget timeline by selecting Profile & Settings from the top right of Postal then select Account Settings and you will be brought to the page shown below. If you don't see this option, make sure that you are on the main team (should be named after your account and the word Admin in blue should be next to your name when you hover over Profile & Settings)
  

Note: you will have to have Admin-level permissions to access and make changes in the Account Settings area

 



From here you can head over to Budget Timeline where you will be given 3 different methods to choose from.

  1. Calendar (3 months quarters starting Jan 1)

    • Note: This is the default method for the Budget Timeline

  2. Offset by Months (3 months quarters offset by # of months selected)

  3. 90 day Quarters (starting on a selected day)

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