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How to sync a budget with NetSuite

This is how you sync a budget from NetSuite to ApprovalMax

  • Select your Organisation from the main menu, then open Budget Checking.

  • Click the three-dot icon, then select Enable budget syncing with NetSuite.

  • Click Sync Now.

  • Available budgets will appear. Activate the budget you want to use for Budget Checking by clicking on the three-dot icon and selecting Activate the budget.

Ongoing syncing:

Budgets sync from NetSuite automatically every hour. Once a budget is activated, you can also sync it immediately at any time by clicking Sync Now.

To stop syncing:

  • Deactivate an individual budget by clicking the three-dot icon and selecting Deactivate Budget.

  • To disable budget syncing with NetSuite entirely, click on the three-dot icon, then Disable budget syncing with NetSuite.

  • If you no longer want to see a budget in ApprovalMax at all, delete it in NetSuite and then sync the change across.

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