Docs

Budgets

User guide for Budgets in the Numezis company portal.

Define purchase budgets and monitor consumption against commitments and posted bills.

Where in the app

  • /c/companies/:companyId/purchases/budgets

Step-by-step

  1. Open Purchases → Budgets.
  2. Create budget lines by period, cost center, or project.
  3. Track actuals from posted bills and orders.
  4. Review overrun alerts during approval.

Permissions and modules

Requires Purchases budgets module.

Feature coverage

KeyTitleRiskUAT
purchases.budgets.managementPurchase Budgets Create and ManagementhighUAT-C-PUR-BUD-001