Internal
- contact ProServ team for different approver for exceeded budgets
SEO: How to allow budgets to exceed, I want to approve a request that is over budget
See this article for how to identify which version of budgets your domain is currently using. If you wish to upgrade from Legacy Budgets to our new Budgets, please reach out to a Procurify representative.
What is Budget Overage?
When the allowed budget overage feature is enabled, order requests can be approved even it exceeds the budget.
When attempting to approve an order or expense request that is over-budget, the following warning will appear:
If the feature is disabled, approvers cannot approve requests that exceed applicable budgets.
For new Budgets
To enable/disable budget overage in our new Budgets:
- Navigate to Settings
- Select Manage Budget Categories
- In the upper right, click Tools
- Click Budget Settings
- Check/Uncheck the Budget Overage checkbox.
- Click Save Settings.
For Legacy Budgets
To enable/disable budget overage in Legacy Budgets:
- Navigate to Settings
- Select Manage Budgets
- Toggle Allow Budget Overage
Additional Information:
- Budgets apply to Requests for Order and Requests for Expense
- The budget overage does not block requests from being created and submitted.
- If you would like requests with exceeded budgets to be routed to a different approver/approval group, consider using a custom field which can be toggled by an approver.