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:


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

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

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