How can I stop syncing budgets?

How can I stop syncing budgets?

You can easily deactivate budgets:

Or, you can disable budget syncing with Xero any time:

If you don’t want to see budgets that are not active in ApprovalMax, you'll need to delete them in Xero (https://central.xero.com/s/article/Delete-a-budget) and then sync the changes to ApprovalMax.


    • Related Articles

    • How can I stop pulling Bills from Xero?

      Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...
    • How can I stop pulling Sales Invoices from Xero?

      There are two ways of creating Sales Invoices in ApprovalMax: By pulling Sales Invoices with the Awaiting Approval status from Xero By creating Sales Invoices directly in ApprovalMax If you have first option turned on and now want to stop pulling ...
    • Who can upload/sync budgets to/from Xero?

      An Organisation's Administrator has the authority to: Upload/reupload/delete/download CSV budgets Sync/stop synching budgets from Xero Activate/deactivate budgets Set a check period for budgets Specify if the gross or net budget is to be checked
    • How can I stop pulling Expense Reports from NetSuite?

      ApprovalMax only pulls Expense Reports from NetSuite that have the Pending Approval status if the respective Expense Report workflow has been set up and activated. If you don't want to use Expense Report approvals at all, then just deactivate the ...
    • How can I stop pulling Sales Orders from NetSuite?

      ApprovalMax only pulls Sales Orders from NetSuite that have the Pending Approval status if the respective Sales Order workflow has been set up and activated. If you don't want to use Sales Order approvals at all, then just deactivate the Sales Order ...