Question:
- Can I submit a request for an 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 to use the Procurify procurement process. All that is required is the account codes and departments set up, then linking them together using the 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.
Additional Information:
- Learn more about Procurify optional budgets