Overview

You can enable the ability to apply an invoice to a budget. Go to Business > Settings > Budgets to find these settings.

 

Firstly enable the feature.

You can choose to either adjust a budget with the invoice that’s created or to create a retrospective purchase order as well. If you enable the workflow step, you will be able to create a new workflow step of “Apply to Budget”.

You also choose to apply this on the creation of the invoice or as part of a workflow.

The latter would require you to place the “Apply to Budget” workflow step in your invoice approval workflow.

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How it works

With the settings above, if the invoice relates to a division with a budget (nominal or cost code) or a project with a budget, you will see the “Budgeting” section as shown below when creating it.