Introducing the Budget Settings

Objective

After completing this lesson, you will be able to explain basic Budget Settings.

Budget Settings

Use the Budget Settings tab to turn budget settings on or off that apply to all users.

Reviewing and updating these settings is a required step in building the configuration.

1	Set alert and control limit percent	Alert Limit Percent: Set to trigger a yellow indicator at a specified consumption percentage (default 80%). Control Limit Percent: Set to show a red indicator when consumption exceeds the set percentage (100% by default).
2	Set notifications	Enable email alerts for both alert and control limit thresholds. Restrict notifications for past Budgets for past budgets, limiting alerts to current and future periods.
3	Set budget capture	Activate budget capture for Concur Expense, Concur Request, Purchase Request, and Concur Invoice.
4	Set budget manager	Enable manager filtering in Budget Items.
5	Set budget adjustments	Allow budget owners to add adjustments for increased flexibility and control.

Note

Enable or disable each setting based on the company's needs.

Title	Link
Budget Admin Guide - Manage Budget Settings	^{Budget Admin Guide - Manage Budget Settings}

Access the Budget Settings tab to manage budget controls for all users.
Review each setting to ensure it matches business needs.
Enable or disable settings based on company policies.
Updating budget settings is required during configuration.
Proper budget settings help enforce financial guidelines across the organization.