The Beta version is already available, so please contact us on firstname.lastname@example.org if you’d be interested to give it a try.
1. Prepare a budget in Xero and export it to a .CSV file:
2. In the "Budgeting" section of your Company, you can upload .CSV files:
3. Submit a Bill for approval in Xero, go to the "Decision required' list in ApprovalMax, and click "Refresh".
You will see how this Bill fits into the defined budget, taking into account the current spendings to date:
Check out our video for more details on this topic.