Setting up Expense Controls
You can only set up budget-based expense controls if you have security rights to
Manage Budgets/Expense Controls. On the
Expense Controls tab in the Budget Management window, you can set up spending controls based on your budget.
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If you want to set up a warning when an expense account is above a percentage of the alloted budget, select the Warn when account is above % check box and enter the percentage. When you post, you will get a warning report letting you know which accounts meet the warning criteria. Those account rows will appear orange in the Budget Grid.
If you want to prevent posting when an expense account is above a percentage of the alloted budget, select the Prevent posting when account is above % check box and enter the percentage. When you post, posting to those accounts will be blocked and you will get a report letting you know which accounts are above the limit.
Published date: 09/30/2021