Organisation Administrators can set a check period and how zero-planned amounts are handled for each budget.
On the Budget Checking page, find the budget you want to configure. Click the three-dot icon in the corner of the budget card and select Budget settings.
This opens the Settings pop-up, where you can set the following.
Budget check period
Choose how far the budget spans and how it's compared against requests:
1 month — the budget for a request is checked against the calendar month in which the request was created.
Financial quarter — a three-month period that includes the month of creation, counted from the start of the financial year.
Half of financial year — a six-month period counted from the start of the financial year.
Financial year — a 12-month period counted from the start of the financial year.
Year to date — a rolling budget from the start of the financial year up to the month of creation.
Year with selected start month — a 12-month period starting from a month you choose.
Year to date starting from the selected month — a rolling budget from a month you choose up to the current month.
Handling a 0 planned amount
Choose how ApprovalMax treats a budget line with a planned amount of 0:
Ignore 0 amount and do not display the budget — the budget is left off the request entirely when its planned amount is 0.
Display the budget with 0 amount — the budget still appears on the request, showing 0 as the planned amount, so you can see that spending against it hasn't been budgeted for.
Once you've made your selections, click Save to apply them.