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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      The Budget checking feature makes sure that an Organisation does not overspend, i.e. doesn't spend more money than intended. Budgets are prepared either in Xero or some other 3rd-party system, and then uploaded/synced to ApprovalMax where Bills and ...

    • Does ApprovalMax support Xero Budget Checking in the mobile app?

      Yes, ApprovalMax does support Xero Budget Checking in its mobile app. Here is what it looks like: Click on the Budget to open its details:

    • Do Tracking Categories affect how Budget Checking is applied to requests?

      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 ...

    • What are budget check periods?

      On the Budget Checking page, the Organisation's Administrator can set a check period for the budget: Let's see how a budget is calculated for each period, taking into account the respective Xero settings. The overall budget is 20 USD per month for ...

    • 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.