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. does not 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 checking budgets 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.
Can I search for requests in the mobile app?
No, the search function is not supported in the mobile app. Please use the web app to find particular requests. For more information, please refer to: How to find a request in ApprovalMax (Xero) How to find a request in ApprovalMax (QuickBooks ...
Can I create/approve Xero Manual Journal requests in the mobile app?
Yes, it's possible to process Xero Manual Journals on mobile devices. The mobile app provides for: Requesters to create Xero Manual Journals and submit them for approval Approvers to approve/reject Xero Manual Journals, reassign requests to other ...
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 ...