How to set up a check period for budgets
- To set up a check period for budgets, go to the main menu, select your Organisation and open its Budget Checking section:
- Click on the
next to your budget and select Budget settings:
- Then select a Budget check period in which ApprovalMax is to check whether Bills and Purchase Orders keep in budget, or not:
1 month
Financial quarter (bulks of 3 months counting from the start of the financial year)
Half of a financial year (bulks of 6 months counting from the start of the financial year)
Financial year (bulk of 12 months counting from the start of the financial year)
YTD (rolling budget from the beginning of the financial year to the current month)
Year with a particular start month (12 months from the selected start month)
YTD starting from a particular month (rolling budget from the selected month to the current month)
- Finally, click on SAVE to apply your changes.
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