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  1. Legacy Budgets
  • July 11, 2023 22:16
  • Updated

Managing Budgets & FAQ (Legacy Budgets)

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The following article pertains to Legacy Budgets. See this article for how to identify which version of budgets your domain is currently using.

 

Getting Started 

  • How to Set-up and edit Budgets                
  • How to Import Budgets                       
  • Understanding your Budgets & spend pipeline

Scheduled Budgets 

  • How to update Budgets manually in Procurify                     
  • How to import a planned or scheduled Budgets           
  • How to import or view Scheduled Budgets 

Learn More

  • Overview of real-time Budgets      
  • Budgets are optional - what does this mean?

 

FAQ: Budgets

How to Import Budgets 

How to set-up & edit Budgets 

How to Scheduled Budget via Import 

Why do Budgets with elapsed time periods remain active? 

Why don't Taxes or extra costs appear in Budgets?  

How to close a Budget

How to reactivate a closed Budget 

Why am I unable to view Budgets when approving a Bill or making a payment?

How to view a Scheduled Budget

Does Procurify track rollover spend?

Is it possible to manage budgets in different currencies? 

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