Great news, everyone!
We are now working on the feature that allows checking Bills and POs against the budget that can be pulled from Xero.
We are now participating in Xero hackathon and prepared the following video that communicates the idea: https://www.youtube.com/watch?v=mvSOEygBij8
Beta version is already available, so please let us know if you’d be interested to give it a try.Tammy commented
YES. We need a monthly account limit which is linked to the Xero budget allocation but can also be manually overwritten by the Administrator.They need to auto refresh on the first day of the month also. So there is no surprises at the end of the month when issuing reports to Management.
For example the department has X amount to spend on fuel each month and I still have 1 week to go. I need to know how much has been pre approved, pending receipts to be returned for processing and actually spent. The managers dont have access to see Xero and then they have to explain at the end of the month why they are over budget. If ApprovalMax had the separate account budgets set in the approval matrix then all would be great.
The budget progress information would only need to be on the Approver log in , not the requesterTammy supported this idea ·