Enabling and Using Budget Timing Settings

Overview
Budget Timing settings in Shopperations allow you to label your budgets based on fiscal periods like quarters or halves. This helps your team categorize and report on spend more accurately across fiscal segments such as Q1, H1, or Full Year.

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✅ What Is Budget Timing?

Budget Timing is a customizable field that appears on the Budget Sidebar when creating or editing a budget. You can enable values such as:

• Full Year

• H1 (First Half)

• H2 (Second Half)

• Q1, Q2, Q3, Q4

Only the values you enable will be available for selection.

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🔧 How to Enable Budget Timing

1. Log in as an Organization Admin.

2. Go to Organization Settings.

3. Click the Lists tab.

4. Expand the Budget Timing section.

5. Check the box labeled Enable Budget Timing.

6. A list of values (Full Year, H1, H2, Q1–Q4) will appear.

7. Check the boxes for the values you want your team to use.

💡 Only selected values will appear as options in the Budget Sidebar for users.

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📘 How It Works in Budgets

Once enabled:

1. Navigate to the Budgets page.

2. Click Add Budget or open an existing one.

3. You’ll see a Budget Timing dropdown in the sidebar.

4. Select the appropriate timing (e.g., Q2 or H2).

5. Save the budget.

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📊 Why Use Budget Timing?

• Provides fiscal structure to your budgets.

• Makes it easier to segment and analyze spend across time periods.

• Enhances consistency across teams managing different fiscal cycles.

🔍 Budget Timing can also be included as a filter or column in reports and exports for deeper analysis.