How to create budgets with MGest?
Are you looking for a simple and effective way to create budgets for your business? Then, you've come to the right place. In this article, we will explain to you step by step how to create budgets with MGest, a business management software that makes this task easier for you quickly and efficiently. With MGest, you will be able to have better control of your finances and make better decisions for the growth of your business. Read on to find out how you can optimize this process!
- Step by step -- How to create budgets with MGest?
- Step 1: First, log in to your MGest account.
- Step 2: Once inside, go to the Budget section.
- Step 3: Click on the “Create new quote” button.
- Step 4: Fill out the information of the client or prospect for whom you are creating the quote.
- Step 5: Next, add the details of the service or product you are quoting.
- Step 6: It includes the unit costs and the quantity of each item or service.
- Step 7: Calculate the total and add any taxes or discounts if necessary.
- Step 8: Please review the information and make sure it is complete and correct.
- Step 9: Finally, save the quote and send it to the client.
FAQ
Frequently asked questions about creating quotes with MGest
1. How do I log in to MGest?
1. Log in to your MGest account.
2. Enter your username and password.
3. Click on “Sign in”.
2. How do I access the budget tool in MGest?
1. Once inside your account, look for the “Budgets” tab in the main menu.
2. Click on “Budgets” to access the tool.
3. How do I create a new quote in MGest?
1. Within the budget tool, search and select the “Create new budget” option.
2. Fill out the required fields, such as the description, the client and the budget items.
3. Save the budget once completed.
4. Can I import budget data into MGest from a spreadsheet?
1. Prepare a spreadsheet with the budget data.
2. In the budgeting tool, look for the “Import from spreadsheet” option and click on it.
3. Follow the instructions to upload the file and complete the import.
5. Can I save my budgets as templates in MGest?
1. After creating a quote, click “Save as Template.”
2. Give the template a name and save it so you can reuse it in the future.
6. How can I send a quote to my client from MGest?
1. Open the quote you want to send.
2. Click on the “Send by mail” option and complete the required information, such as the client's email.
3. Send the quote once the details are confirmed.
7. How can I make changes to an existing quote in MGest?
1. Find the budget you want to modify and open it.
2. Make the necessary modifications in the corresponding fields.
3. Save changes once completed.
8. How can I see the history of my quotes in MGest?
1. Go to the main menu and select the “Budget History” option.
2. Search and select the budget for which you want to see the history.
9. How can Igenerate reports of my budgets in MGest?
1. Go to the “Reports” option in the main menu.
2. Select the type of report you want to generate, such as "Budget Status" or "Budgets" by Period.
3. Customize the filters and click “Generate report”.
10. How can I delete a quote in MGest?
1. Find the budget you want to delete.
2. Within the budget, find and select the “Delete budget” option.
3. Confirm the deletion of the budget.
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