What is the Budget Checking feature? (QuickBooks Online)

The Budget Checking feature makes sure that an Organisation does not overspend, i.e. does not spend more money than intended:



Budgets are prepared in QuickBooks Online, and then synced to ApprovalMax where Bills, Purchase Orders and Expenses get checked against the respective budgets.

Budget Checking will consider requests that have been approved before the budget got uploaded to ApprovalMax - if these requests relate to the budget (i.e. via Date/Category).

• Related Articles

• 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 ...

• Budget Checking as a condition in workflows (QuickBooks Online)

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

• Does ApprovalMax support Xero Budget Checking in the mobile app?

  Yes, ApprovalMax does support Xero Budget Checking in its mobile app. Here is what it looks like: Click on the Budget to open its details:

• Can I check budgets against 0 lines? (QuickBooks Online)

  Yes, ApprovalMax does support Budget Checking against 0 lines. To enable Budget Checking with zero-planned amounts (including empty cells in QuickBooks Online), activate the respective budget setting for "How should 0 planned amounts in a request be ...

• 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 ...