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  1. Budgets

Budgets

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  • FAQ: Budgets
  • Managing Budgets
  • Is it possible to manage budgets in different currencies?
  • How to create a flexible spend category
  • What happens if there is no active Budget?
  • What is flexible spend tracking?
  • What happens when the budget value is 0?
  • Allow Budget Overage
  • How to close Budgets in bulk
  • How do the Budgets work with annual Recurring Spend items?
  • Why is there a discrepancy between Budgets on the web and mobile app?
  • Budget Start Date Inconsistencies
  • What's the difference between a Budget and a Planned or Scheduled Budget?
  • How to close a Budget
  • Why do Budgets with elapsed time periods remain active?
  • How to reactivate a closed Budget
  • How to update or view a planned or scheduled Budget
  • What happens when an order is made and no Budget is available?
  • Why am I unable to view Budgets when Approving a Bill or applying a payment?
  • Does Procurify track rollover spend?
  • How are Budgets allocated in Procurify
  • How to import Budgets
  • Why are shipping, discounts, taxes and other costs on a PO not added to Budgets?
  • Budgets are optional - What does this mean?
  • Overview of Real-time Budgets
  • Understanding your Budget and Spend Pipeline
  • How to set up & edit Budgets
  • How to update budgets manually in Procurify
  • How to import a planned or scheduled Budgets