I suggest ...

Approval Max should pull actual spend in Xero for budget comparrison

My current problem with the budget function is that it does not recognise all spend that is booked to an account but only that which went through Approval Max.

I know there is a fraud report function that will identify bills approved directly in Xero and allow you to pull that into Approval Max, but the problem comes in with amounts that come off my bank account on a regular basis for web services that I use on a daily basis. This money has already been spent and therefore there is little need for someone to approve it but it still depletes the budget. As a result when a cost centre owner now has a budget indicator in Approval Max, that information becomes outdated/irrelevant when making a decision because he does not have sight of the total money actually spent.

My suggestion or request is that, given that Approval Max is already in sync with Xero, is there anyway that the budget feature can somehow identify how much spend has been booked to date (regardless of whether the document type was a bill/purchase/pay/credit note etc.) and pull that updated live information into the workflow process and then compare to budget so that the approver has a more realistic view of how much budget he has left and can therefore make a more informed decision when approving expenses.

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    Sonam shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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