(Client) budgets within Cash & Cards

It is possible to work with (client) budgets within the Cash & Cards module. In this article, we will explain how this works.

Adding a (client) budget

When this feature is enabled in your Spend Cloud and you have the correct rights, you can navigate to Application Management / Cash & Cards / Budgets. Click on 'Add' to create a budget. Select the administration, the book to which the budget applies, a cost type, and the year for which the budget can be allocated. It should look like this as an example:

Depending on the settings, it's also possible to set up a budget per client.

The Spend Cloud will automatically distribute the entered budget amount proportionally over the periods. However, you can still adjust these amounts as needed.

Click 'Save' to save the client budget. It will be working from the start of the specified year.

The application of budgets

When a transaction is coded in the book, in combination with the corresponding cost type, Spend Cloud will check whether the budget is exceeded. When working with client budgets, the expenses from the budget are checked when booking on the client in combination with the cost type as entered in the budget.

If the budget is exceeded while coding a transaction, Spend Cloud will display a notification:

This notification is just a warning: the transaction can still be saved and processed. The budget feature serves as an alerting functionality only.

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