Budget Checking filters

Budget Checking filters

When you're uploading/adding a budget in Xero, you can set filters for the Tracking Categories that will be applied to this particular budget. You can either select one of the existing tracking options, or use one of the following:
  1. Unassigned - Empty value
  2. All locations - Any existing value of a Tracking Category
  3. Do not filter - this is a combination of the two filters "Unassigned" and "All locations", i.e. any existing value of a Tracking Category or an empty value

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      Yes, Tracking Categories do have an effect because they are a filtering option. If you upload a budget for a specific Tracking Category, it will be applied against the line with this Tracking Category+Account. Please note: the overall budget, which ...
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    • Does ApprovalMax support checking Budget against 0 lines?

      No, ApprovalMax currently does not support Budget checking against 0 lines. We are considering this for future implementation though. However, no ETA can be provided at present.