[FULL SETUP] Advanced budget module for B1 Usability Package

Please note that this is an advanced module and we do not provide free support for it.

The Advanced Budget module, made with the B1Usability Package, simplifies the process of creating and managing annual budgets by cost centers. It also offers flexibility to tailor the system to your business needs, providing validation controls within expense workflows to help prevent budget overruns.

Two Authorization Flows:

  1. Global Authorization: Approvals happen at a global level (Purchase Request document).
  2. Line-Level Authorization: Approvals are made by line item (Purchase Order document), with internal and email notifications sent to users.

This module ensures effective budget control while adapting to your business rules. For a detailed step-by-step guide on how it was created, including its functions and other configurations, please see the attached documents.

 

Was this article helpful?

1 out of 1 found this helpful

Comments

1 comment

  • Comment author
    Edwin Alvarado

    Hello Boyum team, Could be nice to have a short video showing as demo this concept/functionallity extended used and developed with B1Up.

    0

Please sign in to leave a comment.