{"id":882,"date":"2018-01-08T14:19:40","date_gmt":"2018-01-08T14:19:40","guid":{"rendered":"http:\/\/budget.firmecreative.com\/?post_type=docs&p=882"},"modified":"2018-07-03T13:25:14","modified_gmt":"2018-07-03T17:25:14","slug":"credit","status":"publish","type":"docs","link":"https:\/\/budget-express.com\/en\/docs\/help\/operations\/credit\/","title":{"rendered":"Credit"},"content":{"rendered":"

<\/a>Credit<\/h2>\n

Adding a credit<\/p>\n

\"\"<\/p>\n

Sub-Category: <\/strong>Choose a budget sub-category from the list. If the sub-category, you wish to use does not exist, click to create one.<\/p>\n

<\/a>Creating a Budget Sub-Category<\/h3>\n

\"\"<\/p>\n

Budget Category: <\/strong>Link the new credit sub-category to a budget category. If the category does not exist, access the settings menu. See the New Budget Category topic for details.<\/p>\n

Picture: <\/strong>Click\u00a0\"\" to select a new icon for the credit budget sub-category.<\/p>\n

Name (required): \u00a0<\/strong>Enter the name of the new budget sub-category.<\/p>\n

Description (optional): <\/strong>Enter a description, if needed, for this new budget sub-category. The description is used in the operation menu and in the analysis.<\/p>\n

Click \u00a0to save the new credit budget sub-category. By default, the new credit will be chosen for this operation.<\/p>\n

Click to go back to the previous screen without creating a new credit budget sub-category.<\/p>\n

—————Back to the Credit Addition Screen——————-<\/em><\/p>\n

Icon: <\/strong>The \u00a0icon is set by Budget Express by default. Click it to change it.<\/p>\n

Description<\/strong>: Enter a different description if needed for the new credit budget sub-category. The description is used in the operation menu and analysis reports.<\/p>\n

Date<\/strong>: Displays the start date for using the credit. Note that no validation applies to the date when an operation is logged. It serves to establish the credit balance at a given time.<\/p>\n

Balance<\/strong>: Enter the balance at the date specified previously. The balance serves to present the balance variation in time and in analysis.<\/p>\n

Rate<\/strong>: Enter the interest rate paid on the credit balance if needed. At this time, the information is only informative, but will have a new purpose in later versions.<\/p>\n

Limit<\/strong>: Enter the credit limit for the account if needed. At this time, the information is only informative, but will have a new purpose in later versions.<\/p>\n

<\/a>Balance Adjustment<\/h3>\n

A balance adjustment creates an operation in the calendar and in analysis. The previous balance at the date of the adjustment is replaced with the new balance. It is neither subtracted nor added. Click \"\"\u00a0to enter a new adjustment.<\/p>\n

NB: The adjustment operation can be done directly from the calendar screen.<\/p>\n

\"\"<\/p>\n

Adjustments are displayed under that tab. It is possible to display an adjustment details by clicking its date \"\". It is then possible to modify or delete an adjustment.<\/p>\n

<\/a>Refund<\/h3>\n

A refund is used to pay back credits from a bank account or from another credit.<\/p>\n

NB: The refund operation can be done directly from the calendar screen.<\/p>\n

\"\"<\/p>\n

Refunds To: <\/strong>By default, the credit selected is shown.<\/p>\n

From: <\/strong>Select the bank account or the other credit used for the refund from the list.<\/p>\n

Refund the balance: <\/strong>If you change the indicator to \u201cYes\u201d\"\", <\/strong>the refund operation will be done automatically based on the balance of the credit at the date you will choose in the next field. The next field “Amount” will not be displayed if you choose refund the balance.<\/p>\n

Amount: <\/strong>Enter the amount for the refund.<\/p>\n

Frequency<\/h4>\n

Choose the frequency:<\/p>\n