Budget Management

Create spend thresholds and maintain guardrails, while giving buyers more purchase authority.

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Overview
How to configure Budget Management
Resources
FAQs

Overview
How to configure Budget Management
Resources
FAQs

Have confidence in your purchasing process.

As procurement becomes increasingly digital, traditional processes need to transform. Using Budget Management, procurement teams can maintain the controls and guardrails they require while empowering their buyers with greater purchasing authority.

Create budgetary transparency and use control check-points, like pre-purchase approvals, to reduce dependencies on manual process and operate more efficiently, end-to-end.

Empower your buyers

Set spend thresholds and make budgets visible, so buyers can make informed purchasing decisions.

Empower your buyers
Take back your time

Create one PO instead of multiple orders to decrease the amount of time spent auditing purchases.

Take back your time
Future-proof budgets

Allocate a budget to users of a group that automatically assigns budget as new users join.

Future-proof budgets

Learn how to configure Budget Management

“Budget Management saves us countless staff hours and gets the products to our classrooms faster.”

Jeffrey Lewis, Director of Purchasing, Jurupa Unified School District

Jurupa Unified School District

Video

Budget Management overview

Discover how to manage your organization's procurement through efficient budget controls.

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Blog

Controlling costs

Read how Seminole County Public Schools used Budget Management to transform purchasing for classrooms.

Read article

Blog

Improve spend accountability

Learn how to hold high accountability in finance while adhering to board regulations and donor expectations.

Read article

Get started with Budget Management

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FAQs

Yes. During the blanket purchase order setup, administrators can choose to show buyers the budget amount and remaining funds during checkout. Administrators can also choose to send notifications to designated group-level administrators when budget funds reach a certain threshold.
You can change the budget amount by selecting the “Manage” option located on the Blanket Purchase Order detail page. To turn the Blanket Purchase Order on or off, use the toggle option.
No. Customers with Punchout integrations cannot enable Blanket Purchase Orders.