Overview
Navigate to Job > Job Financials > Budget and select the relevant allowance item using the tick box on the left-hand side. A pop-up will appear at the bottom of the screen. Click 
to open a side menu, enter a name and click 
to finalise.
ℹ️ You can select an existing cost category or create a new one from the drop-down menu.
Within the variation draft, scroll to the Cost section and click 
to add new cost items and line item details. You can also select an existing item from your catalogues. Select the item Type and enter the Qty, UOM, Price Ea. and Markup. Repeat this process as needed.
To allow client visibility of these cost items, check the tick box
. Click 
when ready to send the variation for client approval or manually Save and Approve. Once approved, the variation will automatically update your Job Budget.
💡If the variation exceeds the allowance, your job budget will automatically adjust.
Finalise Costs
If you’ve processed POs or Bills against an allowance but haven’t used the full amount, you can credit the remaining balance back to the client. Navigate to Allowances > select the relevant allowance item and click 
. This will automatically create a negative variation that can be applied to offset a future invoice.
