In this guide, we will take you through the process of creating Profile Models in the MAT Finance Module
Note: All pages below are subject to having relevant Roles and Permissions.
From the left Menu go to Config> Finance > Profile Models
Here you will see a list of current Profile Models in the system that can then be used within the Budgeting area of MAT Finance
To Add a New Profile Model, click +New
This will bring up another table on the screen for completion
Enter a Description and the percentage for the months required
Note: The percentage amounts must add up to 100
If you would like to spread the amounts evenly, select the Spread Remainder. This will give each month 8.33%
If there are certain months required (ie Termly) Select the months required and click Even Spread Selected button. This will divide the amount between the selected months
Once complete, click Save
This will now show list on the left and in the Budgeting area of MAT Finance.