Question:
- Can I submit a request for order when I haven't set up a budget?
- I made an order with an Account code that wasn't linked to a budget
Answer:
Procurify budgets are optional. It is not required to create a budget in order to use the Procurify procurement process. All that is required now is the account codes and departments set-up, then linking them together using Manage Chart of Accounts. Additionally, when a budget expires you will no longer run into issues creating new orders. Users can still create requests, even if the budget has expired. This change will help customers continue to make requests without any blockers.
Tips!
- Learn more about Procurify optional budgets
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