This guide explains how to generate a blank budget form that can be given to a client to fill out by hand. This is useful for in-person consultations.

1. How to Generate and Print the Form

Follow these steps to create a physical copy of a blank budget form.

1. Navigate to the Budget Screen: Go to Client Administration > Search for an Existing Client. Find and highlight the client you are assisting, then click the Budget button.

2. Select a Budget: From the list of the client's budgets, click on any budget to highlight it. This is necessary to activate the print button.

3. Initiate the Form: Click the Print Budget Form button. This will take you to the report generation page.

4. Open the Document: Click on the hyperlink, which will be labelled something similar to "HTML: Client Budget".

5. Print the Form: A new browser tab or window will open, displaying a blank budget template. Use your browser's standard print function (Ctrl+P or Cmd+P) to print the document.

2. How to Email the Form

You can email the blank budget form directly from the system.

Prerequisites (Administrator Setup): For this feature to work, your System Administrator must have configured the following:

• Your user profile must have a valid email address assigned at Setup > Security > Users.
• The Cash Box you are using must be configured with the correct user email at Setup > Branches > Cash Box.

Steps to Email:

1. Follow steps 1-4 from the printing guide above to get to the report generation page.
2. Click the Email Report button. The system will send the blank budget form to the pre-configured email address.

Report Details

• Output Format: The blank form is generated in HTML format.
• HTML Footer: The report will include a standard footer: "MAXMONEY developed by MYCOMAX MICROFINANCE SOLUTIONS - www.mycomax.com - Created on [date and time]"

Navigation Buttons

On the report generation screen, you will have the following options:

• Back to Client Budget: Takes you back to the main budget list for the client.
• Email Report: Initiates the process to email the form.