Possible reasons why you cannot see Budget Checking in your Bills/Purchase Orders

Possible reasons why you cannot see Budget Checking in your Bills/Purchase Orders

  1. The request doesn't match the Account in the budget
  2. The request doesn't match the Tracking Category
  3. The budget check period doesn't match
  4. Budget Checking is not performed against 0 lines in the budget 



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    • 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 ...

    • What are budget check periods?

      On the Budget Checking page, the Organisation Administrator can set a check period for the budget: Let's see how a budget is calculated for each period, taking into account the respective Xero settings. The overall budget is 20 USD per month for the ...

    • Can I use Budget Checking as a condition in workflows?

      No, at the moment, it is not possible to use Budget Checking as a condition in approval workflows.

    • Why don't I see any Budget Checking in my Bills/Purchase Orders?

      ApprovalMax doesn't track budgets against 0 lines, which means: if a Xero budget line equals 0, ApprovalMax will not perform Budget Checking for such items. More reasons you can find here.

    • What is the "Pulling from connected Organisation" feature? (QuickBooks Online)

      ApprovalMax allows the proper tracking of documents that were created in QuickBooks Online, without going through the appropriate approval workflow in ApprovalMax. This feature is available for Bills, Purchase Orders and Expenses and can be ...