Budget Checking on Purchase Documents

Posted about 6 hours ago by Gabrielle Day

Answered
Gabrielle Day
Gabrielle Day Admin

This question was raised during a recent webinar:

Which purchase documents are checked against budgets? Does it include purchase requisitions and purchase invoices?

Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.

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Gabrielle Day

Gabrielle Day posted about 6 hours ago Admin Best Answer

Budget checking works on purchase requisitions and purchase orders. Checking on requisitions was added in our October 2026 release: see the release notes for details.

Purchase invoices aren't checked against budgets at the moment. We've passed this on to our product team as feedback.

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Gabrielle Day

Gabrielle Day posted about 6 hours ago Admin Answer

Budget checking works on purchase requisitions and purchase orders. Checking on requisitions was added in our October 2026 release: see the release notes for details.

Purchase invoices aren't checked against budgets at the moment. We've passed this on to our product team as feedback.

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