Procurify

Welcome to our new Budgets!

How to export Budget spend breakdown

How to update budgets in bulk

How to edit budgets

Why can't I give viewing access to certain users in Budgets?

How to manage Budgets

Import a CSV file to create, update, or delete multiple budget categories in bulk from Settings > Manage Budgets.

How to Import Budgets in Procurify

How to create a Budget

Is it possible to manage budgets in different currencies?

How to disable/enable Budget Overage

Budget Start Date Inconsistencies

How are Budgets allocated in Procurify?

Do I need to set up budgets in Procurify?

Why is an archived unbilled item still showing on my budget?

Budgets 

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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