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

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 is set without Tracking Categories, will be applied to both: items with and without Tracking Categories (because in this case, there's no filter set for a Tracking Category):




    • Related Articles

    • 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 ...
    • 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 tracking categories used for?

      In Xero, you can set up tracking categories to see how different areas of your business are performing (such as departments or locations). This is an example of what it can look like: In ApprovalMax, you can use Xero tracking categories to split ...
    • 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:
    • Can I track the Expense approval with a budget from Xero?

      Yes, such approved Expenses will be tracked with a budget even if this budget was uploaded/synced from Xero to ApprovalMax after their full approval in ApprovalMax. Budget Checking for requests on approval will consider requests that have been ...