Budget management

Budget management

We are currently working on a feature to allow checking Bills and Purchase Orders against the budgets that can be pulled from Xero.
The Beta version is already available, so please contact us if you’d be interested in giving it a try.  

Once the Budget Management feature is turned on for your Organisation, you can test it:
  1. Prepare a budget in Xero and export it to a .CSV file:

  2. In ApprovalMax, in case you use old navigation, click on the menu and under your Organisation you will see Budgetting section:

    If you use new navigation,  you will find Budgetting section under "Workflow and settings":

  1.  In the "Budgeting" section of your Organisation, you can upload .CSV files:

  2. Submit a Bill or PO for approval, go to the "Decision required' list in ApprovalMax, and click on "Refresh".
    You will see how this Bill/PO fits into the defined budget, taking into account the current spendings to date:

Note: ApprovalMax does not check budget against Xero 0 lines.

Feel free to watch our video for more ​​​​details on this topic.

    • Related Articles

    • Xero Bill life cycle

      Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
    • How does the approval of Xero Bills work?

      ApprovalMax enables multi-step approval workflows for Xero Bills. This is how it works: Bills are created and submitted for approval in Xero, ApprovalMax or Receipt Bank. ApprovalMax pulls these Bills including all relevant details and starts the ...
    • How to copy Xero Purchase Orders to a Bill

      ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...
    • Why are Bills not getting pulled from Xero to ApprovalMax?

      If you have created a Bill in Xero and it doesn't show in ApprovalMax after 30 minutes, please follow these steps: Check if the respective workflow is active. Check that all Bills in Xero have actually been submitted for approval. Click on the update ...
    • How does Bill review / editing work?

      ApprovalMax allows Approvers of the first step added as Reviewers to review and edit a Bill during the approval process. In order to configure Bill review and coding, please go to the Bill approval workflow. Click on "Reviewers" and add the persons ...