What does the budget feature do?
The budgeting feature allows you to set a budget for your spending for a given month or week and track how much you’ve spent compared to that budget. Once you set a budget, you’ll be able to see progress visually from the budgets screen. From the header bar, just select Orders > Analytics & Reporting > click Budgets, or you can head here.
How do I set a monthly budget?
In order to set a monthly budget, click on Orders in your header bar, and select Budgets from the dropdown. From this screen, be sure that you've selected Monthly Budgets. You may then select the Manage Monthly Budgets button. Here you’ll be able to select a month and year combination to set a budget for. Simply select the month and year, enter a budget, and click Add Budget.
How do I set a weekly budget?
In order to set a weekly budget, click on Orders in your header bar, and select Budgets from the dropdown. From this screen, be sure that you've selected Weekly Budgets. You may then select the Manage Weekly Budgets button. Here you’ll be able to select a week and year combination to set a budget for. Simply select the week and year, enter a budget, and click Add Budget.
What information does the budget page provide?
Once you have either a monthly or weekly budget set up for your account, you may view your real-time spend for that budget, the amount remaining in your budget, and the percent of the budget that has been used. If you click on a given budget, you will be able to view a category breakdown of your budget, as well as the individual orders for that budget time period.
How do I clear a budget I’ve already set?
In order to set a budget, click on Orders in your header bar, and select Budgets from the dropdown. From this screen, select the Manage Budgets button. For any budget you have set that you’d like to delete, find it in the list of budgets below, and click the “X” next to that budget.
How do I remove an order from my budget?
From the Order History page you will want to click on the order you would like to remove from your budget. On the right side of the Order Details page you'll click on 'Actions' and then select 'Don't Include in Budget'.
How can I remove an item from my budget?
Find the item(s) you wish to exclude from your budget from the Order Details page. Under the 'In Budget' column you will see a green check mark indicating that this item is currently included in your budget. To exclude an item from your budget you'll want to hover over the green check mark and it will turn into a red "X". Click on the red "X" to remove the item from your budget.
Who can see my budget?
Only users with access to your practice's Vetcove account will be able to see your budget.
How should I determine my budget for the month or week?
This is totally up to you! Most commonly, hospitals will set budgets based on a percentage of the previous month’s sales. (Please note that if you are part of a corporate group, budgets may be determined by your corporate directly.)