Prerequisites
Admin access to ProcureDesk.
Step-by-Step Instructions
Navigate to Company Settings
Ensure you are logged in as an admin user.
Go to the Configuration section from the main menu.
Click on Company Settings > General.
Enable/Disable Budgets
To enable budgets, select "Enable Budget At Header Level" or "Enable Budget At Line Level".
To disable budgets, click on "Please Select".
Save Changes
Click on Save to apply the changes.
FAQs
What happens if I disable budgets?
When budgets are disabled, they will not be applied to any new documents. Existing documents with budgets will remain unchanged.