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Why can I Approve a Request when allow Budget Overage is disabled?
Why can I Approve a Request when allow Budget Overage is disabled?
Updated over 10 months ago

Question:

  • A Budget has been Approved but the Budget amount is exceeded

Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.


Answer:

Requests cannot be approved if a budget is exceeded and Allow Budget Overage is disabled.

However, for Legacy budgets that are closed, the request can be approved. You can confirm the Budget history, and when it was closed by completing the following steps:

  1. Select Settings

  2. Select Manage Budgets

  3. Select the applicable Location/Department.

  4. Locate the Account Code, and select the [...] button

  5. Select View Budget History

Technical improvements to our Legacy Budgets were discontinued in 2022. For more information, see Which version of Budgets do I have?

Additional Information:

  • You can confirm that the Budget Overage is turned OFF, by selecting SETTINGS → Manage Budgets

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