Does Budget Checking work with requests in a non-default currency?

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• 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 ...

• How are documents in non-default currency checked against a threshold?

  All rules are set up using the base currency (default currency). If you have requests with other currencies, they will be converted into the default currency based on the exchange rate.

• How are documents in non-default currency checked against a threshold? (Cin7 Core)

  All rules are set up using the base currency. If you have requests in other currencies, the amounts will be converted into the base currency based on the exchange rate.

• Do Tracking Categories affect how Budget Checking is applied to requests?

  Yes, Tracking Categories do have an effect because they are a filtering option. If you upload a budget for a specific Tracking Category, it will be applied against the line with this Tracking Category+Account. Please note: the overall budget, which ...

• How can I change the Xero default currency?

  You can select your base (default) currency while adding an Organisation in Xero. Once your Organisation has been added, it is not possible to change your base currency. You'll find more information on this here. The Xero default currency is ...