How can I change a Tracking Category for an active budget?
Unfortunately, it is not possible to change a previously set Tracking Category for an active budget in ApprovalMax.
You would need to do this in the Xero Budget Manager and then sync/reupload the budget to ApprovalMax.
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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 ...
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 ...
How can I make tracking categories mandatory for Requesters?
This is how you can make a Xero tracking category (e.g. Department) a mandatory field: Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Open the respective workflow: Open the ...
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 ...