pex:budgets

What problem does it solve?

Managing budgets in ProcurementExpress can be tedious when teams need to track cost centers, remaining spend, approvers, and budget periods without making mistakes.

Core Features & Use Cases

• List and inspect budgets for a company or a specific department, including archived records and third-party ID mappings.
• Create or update budgets with amounts, dates, approvers, departments, cost codes, GL accounts, QuickBooks classes, and custom fields.
• Use case: A finance team can set up a new departmental budget, assign the right approvers, and verify the remaining amount before purchase orders are approved.

Quick Start

Ask the assistant to list the current company budgets and create a new budget with the correct amount, dates, approvers, and department assignments.