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:
Here is what it looks like:
Click on the Budget to open its details:
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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.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 ...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 ...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 ...Can I track the expense approval with the budget from Xero?
Yes, such approved expenses will be tracked with a budget if this budget has been uploaded/synced from Xero to ApprovalMax before these requests were fully approved in ApprovalMax. This means you need to upload the respective Xero budget first, and ...