Budgets

Can Budget selection be mandatory when creating a Request, PO or Bill?

The short answer is no, selecting a Budget is optional when making a Request, PO or Bill, and the user can always select the "None" Budget, which basically means, no budget. However, if your company…

Updated 1 month ago by ControlHub Support

How to assign a Budget to a Team

You can assign a Budget to one or multiple Teams. Doing so, will allow users in that Team to instantly view and select that Budget when generating Requests. To assign a budget to a Team: Head over to…

Updated 5 months ago by Jean Acosta

Can I attach files to Budgets?

Currently, it is not possible to attach files as supporting documentation to Budgets. As an alternative, we recommend saving your documents in your company's cloud file-storing solution (i.e. Google…

Updated 1 year ago by Jean Acosta

What happens if I do not specify a Budget for a Request?

If you do not specify a budget for a request, it does not affect the approval request flow. Your requests will be approved without any budget being taken into consideration. However, it is important…

Updated 1 year ago by Jean Acosta

How do I create a Budget?

To create a budget, go to Manage tab / Budgets subtab , and click on the Add Budget button. You will see optiosn to add a Single budget, or create multiple budgets at once. Make sure to give it a Nam…

Updated 2 years ago by Jean Acosta

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