(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.

• Related Articles

• (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 ...

• Client groups

  When working with clients in the Spend Cloud, it is necessary to create client groups. A client group bundles a number of clients and helps manage the administration of client expenses as effectively as possible. Creating a client group To create a ...

• Configuration settings for Cash & Card

  In the menu section Configuration Settings / Cash & Card, you will find settings that apply to the Cash & Card module. Also, read this article for more information on configuration settings. Make sure you understand what each setting does before ...

• Cash & Card - from opening an account up until commissioning cards

  Cash & Card - The Process from A to Z This article provides a step-by-step, concise description to support the implementation of the Cash & Card module, from opening an account to accounting for expenditures. Within this description, direct ...

• Toolkit for the use of Spend Cloud Cards

  Useful information on how to use the Spend Cloud Cards Give employees payment freedom with a smart debit card with their own balance and stay in control. Employees make purchases easily, avoid complicated expense claim processes and have time for ...