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?

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 after it’s been synced.

Budget checking will not be applied to approved requests that have been created before the budget got uploaded to ApprovalMax.


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