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

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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 ...

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

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

• 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 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.