Create & Manage Buying Plans
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      3. Create & Manage Buying Plans

      Review a Buying Plan by Month and Approve

      This guide explains how to navigate to the dashboard, access buying plans, review plans by category, select and approve specific months, and provides options to proceed or cancel.

      1. Navigate to your dashboardhttps://app.mfp.net.au/buyingplans/2

      2. Click "Buying Plans" on the top menu of your screen to view and navigate your buying plans

      3. Click the "Review by Categories" button to review your buying plans

      4. Select the category you want to review in the category list on the left menu

      5. Click the checkbox above the Month and Year column you want to approve. You can select multiple months at a time

      6. Click the "Approve" button on the top right to approve your selected months

      7. Once you are confident in your selection, click "the Continue" button on the confirmation message box to proceed. If you are not ready, click the "Cancel" button to go back