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All CollectionsModulesBudgets (Fiscal Year Budget)
Enable Ordering when the Budget Year is over but the Budgets are not set up yet
Enable Ordering when the Budget Year is over but the Budgets are not set up yet
Updated over 2 months ago

If you use budgets in ProcureDesk and the budget year, for example, is set from Jan to Dec, you won't be allowed to create orders from 1st Jan of the next year if your next year's budget is not set up in ProcureDesk yet.

Admins can enable this setting to continue ordering while you get the budget for your next year in ProcureDesk.

Step-by-Step Instructions

  1. Access Configurations

    • Navigate to the Admin section.

    • Go to the "Configurations" menu.

  2. Modify Company Settings

    • Select Company Settings and then choose the General tab.

  3. Enable Budget Option

    • Check the option to Allow Skipping Expired Budgets.

  4. Save Changes

    • Click "Save" to apply the changes.

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