Häufige VPA Fragen

How can I release a reserved time budget?

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In the app, the time budget that has been assigned to a VPA but not yet processed is referred to as the remaining budget.

Example: Anne is currently processing 3 active tasks from her customers. All 3 tasks have a time budget of 1 hour. Anne has already worked 30 minutes on all 3 tasks. Anne’s remaining budget is therefore 1.5 hours.

Important: the remaining budget shows you the actual amount of work you can still do. You should therefore make sure that there is always enough remaining budget available. If you do not have any free budget left, you can release a reserved time budget for completed tasks. To do this, click on “My customers > Search for customer > Click on Accounting > Reserved tab” and here you can increase the free time budget by clicking on “Release remaining budget”.