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Budget Controls

Set Budgets. Delegate Authority. Prevent Overspend.

Max Order Budgets and Monthly Budgets per user and team. Automatic escalation when limits are exceeded.

Max Order Budget

The maximum spend allowed on a single transaction. Any order exceeding this is sent to a manager for approval.

Monthly Budget

Total approved spend for the month. Orders that would exceed the monthly cap require manager approval before processing.

How budget controls protect your business

Delegate purchasing authority without losing control
Automatic escalation to managers when limits are exceeded
Set different limits per user, team, or buying group
Employees can still order — they just need approval for over-budget purchases
Real-time budget utilisation tracking in the manager dashboard
No surprise invoices — spend is controlled before it happens

Budget controls work alongside Approved Catalogs and Manager Approvals