How to upload Xero Budgets to ApprovalMax

The new version of our Budget Checking feature is already available, you can try it as a part of the Advanced plan trial. 

Once the Advanced plan trial has been turned on for your Organisation, you can test how it works:

1. Prepare a budget in Xero (Accounting > Reports > Budget Manager).
   During the budget creation in Xero, you'll be prompted to select Tracking Categories in order to prepare the new budget for specific tracking options:
   
   
   
2. Export the new budget to a CSV file:
   
   
   
3. In ApprovalMax, select your Organisation in the main menu and navigate to the Budget Checking section:
   
   
   
4.  Here, you can upload CSV files:
   
   
   
5. In the pop-up window Upload Budget, enter a name for the budget, select the tracking options and specify the budget check period. Then click on UPLOAD FILE to upload the budget from Xero:
   
   
6. When the file upload is complete, click on ADD BUDGET.
   
7. By clicking on the  button next to the budget you can:
   
1. Deactivate the budget
   
2. Change the budget check period (budget settings)
3. Reupload the budget
   
4. Download the budget as a CSV file
   
5. Remove the budget
   

1. When you now submit a Bill or Purchase Order for approval you'll see how this Bill/Purchase Order fits into the defined budget when taking into account the current spendings to date:
   
   
   

Please note: ApprovalMax does not check budgets against Xero 0 lines.

• Related Articles

• How to upload a Manual Journal to ApprovalMax

  Manually entering data into journals can be a tedious task, particularly when dealing with large volumes of transactions. To streamline this process and save valuable time, ApprovalMax allows to upload Manual Journals in a predefined .csv format. ...

• 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

• About ApprovalMax

  ApprovalMax was founded in March 2014 by a team of workflow/BPM professionals who are passionate about easy tools that reduce complexity, deliver simplicity, and just work. Our goal is to provide finance managers and accounting outsourcing companies ...

• How to upload a budget file to ApprovalMax

  It is possible to upload any budget file to ApprovalMax. However, accounts should be taken from your Xero Organisation. Here, you'll find a template .CSV file from a demo organisation. You can manually adjust it with your Xero accounts/months. The ...

• How can I connect ApprovalMax to Xero?

  This is how you connect ApprovalMax to Xero: In the main menu select your ApprovalMax Organisation, and open Approval workflows page under Workflows and settings section. Click on the Connect button next to ApprovalMax workflows for Xero Select the ...