Table of Contents
Introduction #
Setting financial goals is crucial for tracking and achieving your business objectives. This article provides a step-by-step guide on how to create and manage financial goals in the Cosmic ERP Accounting module.
Prerequisites #
There are no specific prerequisites required to create a financial goal.
Steps to Create a Financial Goal #
- Login to Cosmic ERP
- Enter your credentials and click on the login button.
- Navigate to Accounting System
- Once logged in, locate and click on the Accounting System from the main menu.
- Access Financial Goal
- In the Accounting System, find and click on the ‘Financial Goal’ option.
- Create a New Financial Goal
- Click on the create button to initiate the creation of a new financial goal.
- Enter Financial Goal Details
- Name: Enter a name for the financial goal.
- Amount: Enter the target amount for the financial goal.
- Type: Select the type of financial goal from the dropdown menu.
- From and To Date: Select the start and end dates for achieving the goal.
- Display on Dashboard: Enable this option to display the financial goal on your dashboard.
- Create Financial Goal
- Once all information is entered, click on the ‘create’ button to finalize and save the financial goal details.
Conclusion #
Creating a financial goal in the Cosmic ERP Accounting module is a straightforward process that helps you set and track your business objectives effectively. Following these steps will help you maintain a clear and organized approach to achieving your financial targets.
