We have updated Pressero Version 6 with the following new budgeting features that you can immediately start using today.
Additional Site Group Permissions
In version 6 of Pressero, four new site group permissions (Sites > [site name] > Site Groups) related to budgets have been added. These permissions include:
-Can Manage All Budgets – This permission allows users to manage all budgets on the site, including creating new and editing existing budgets.
-Can Manage Accessible Budgets – This permission allows users to manage only budgets to which they have access.
-Can View All Budgets – This permission allows users to view all budgets on the site.
-Can View Accessible Budgets – This permission allows users to view only budgets to which they have access.
Updated Budgets Page
In version 5, users could only be given permission to view the budgets that were available for their own use when placing orders. In version 6, the new permissions allow you to have site users who can view and/or manage any budget on the site – including budgets that would not be available to that user during the check out process. In the screenshot below, you will see that this user can see and manage budgets that are assigned to other users. By clicking the triangle icon, the user can expand the budget to see a list of transactions associated with that particular budget.
Editing Budgets as a Site User
If the user clicks the pencil icon, the user will then be taken to a screen like the one in the screenshot below. From here, the user can add transactions to the budget and/or edit the properties of the budget.
Adding a New Budget as a Site User
If the user clicks the “Add New Budget” button on the main “Budgets” page, the user will be directed to the create “Budget” page shown in the screenshot below. From here, the user can set the properties of the new budget.
Editing a Budget
If you edit a budget to increase the allotted budget amount, the increase will not take effect until the budget recurs. If you need to immediately increase the budget amount, please add a transaction to the budget to give the user a temporary increase.