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.Paul Burns commented
Hi - is there an update on this proposal? It woudl be extremely useful to see current month/YTD spend per GL code v budget (or under budget/over budget/no budget) before making an approval. Further - if over budget, kicking to a separate set of delagated authorities etc. Budget to pull from same chart of accounts etc from Xero (so not duplicating inputs). Perhaps group admin modue on top of this all to ping alerts to designated Admin points on spend tolerances v budget (or ability to push a report out to summarise also showing person authorising etc name).
Woudl love to get feedback on this - as we need this as part of the solution for our companies under management!!!