Knowledge Base ApprovalMax ApprovalMax for Xero Budget checking

            Budget management

            We are currently working on a feature to allow checking Bills and Purchase Orders against the budgets that can be pulled from Xero.
            The Beta version is already available, so please contact us on if you’d be interested in giving it a try.

            Once the Budget Management feature is turned on for your Organisation, you can test it:
            1. Prepare a budget in Xero and export it to a .CSV file:

            1.  In the "Budgeting" section of your Organisation, you can upload .CSV files:

            2. Submit a Bill for approval in Xero, go to the "Decision required' list in ApprovalMax, and click on "Refresh".
              You will see how this Bill fits into the defined budget, taking into account the current spendings to date:

            Feel free to watch our video for more details on this topic.

            Updated: 05 Mar 2019 06:35 AM
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