- Set up cost centres and budgetsA budget line is money for one cost centre and one expense category in one financial period. Every request is checked against exactly one budget line.
- Set approval limitsAn approval limit says: for this cost centre, or every cost centre, requests from this amount up to that amount are approved by this person, or by anyone holding this role, at this level. Spend Requests asks level 1 for every request, and level 2 as well when a level 2 limit covers the amount.
- Add a supplier1. Open Manage > Records and press Supplier under Record types. !The Record types list in Manage, Records, with Supplier outlined 2. Press Add supplier on the Suppliers card. !The Suppliers list with the Add supplier button outlined 3. Fill in Name, VAT number and Contact email. Set Banking details verified to Yes once you have checked them. !The New Supplier form filled in, with Name, VAT number, Contact email and Banking details verified outlined 4. Press Add supplier.
- Record actual spendActual on a budget line is what has been spent, taken from your organisation's books. Koldheim does not import it.
Spend Requests ยท 4 tasks