- Understanding the differences between Budgets and Scheduled Budgets
Budgets are current whereas Planned Budgets are future Budgets that you upload into Procurify via an import CSV file. Additionally, there are Scheduled Budgets. The terms Planned and Scheduled Budgets are used interchangeably. A Scheduled Budget is set to start at a specified future date.
If you would like to upload a new Budget into Procurify that will commence immediately after Import, review How to Import Budgets. If you would like to Scheduled a Budget that is set to start at a specified future date, review Planned or Scheduled Budgets. If you would like to update or view existing Scheduled Budgets, click here.
- You will need access to Settings and Manage Budgets and/or Imports to update or review this information