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):
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 partiular budget. You can either select one of the existing tracking options, or use one of the following: Unassigned - Empty ...
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:
Is it possible in ApprovalMax to add a budget, which is currently in Xero, to an invoice that is getting approved so that you can track the expense approval with this budget?
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 created. This means you need to upload the respective Xero budget first, and approve the invoices ...
Why are my Xero account codes/tracking categories not reflected in Dext?
If the direct integration between Dext - ApprovalMax - Xero is activated, Dext pulls data such as tracking categories, account codes, suppliers, etc. from ApprovalMax every 24 hours. When you create a new tracking category/account/supplier/tax... in ...
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, cost centres, or locations). This is an example of what it can look like: In ApprovalMax, you can use Xero tracking ...