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.
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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:
What is the Budget checking feature?
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 ...
Can I use Budget Checking as a condition in workflows?
No, at the moment, it is not possible to use Budget Checking as a condition in approval workflows.
Does ApprovalMax support Budgeting for QuickBooks Online users?
Currently, ApprovalMax does not support Budgeting for QuickBooks Online. However, we are planning to support budgets at a later time. Unfortunately, we cannot commit to a time frame right now.
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: Unassigned - Empty ...