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Managing Financial Documents

Budget Insights

Budget Insights lets you track how much of your project budget has been committed and spent, in real time. See at a glance whether purchase orders are on track or over budget, and drill into cost code spend directly from the documents table.

Written By Gabriel Makinwa

Last updated About 1 month ago

Budget hover in the Documents table

In the Documents table, hover over the Project, Cost Code, or linked PO column for any document to see a budget utilisation summary:

  • Project budget — Total budget vs total invoiced

  • Cost code budget — Spend against the allocated cost code budget

  • PO utilisation — Amount invoiced against the PO total

Over-budget POs

When a purchase order is exceeded, the platform highlights it:

  • The document card shows an Overbudget badge

  • Budget hover cards display over-budget amounts in red

  • An alert appears when approving documents that would exceed a PO or cost code budget

Budget details in the document sidebar

Select any document and open the Budget tab in the right-hand sidebar for the full breakdown:

  • Linked POs and their utilisation

  • Cost code budget vs spend

  • Project-level budget summary

Turning off Budget Insights

Admins can disable Budget Insights at the organisation level. Go to Settings → Documents and toggle off Budget Insights. This hides budget-related indicators across the platform.

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