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Spend Requests · Requester

Check a budget before you ask

Browse the guidesSpend Requests

Steps

  1. Choose Spend Requests in the rail.
  2. Read Budgets on the Overview. Each budget line is a cost centre and category for one financial period.
    The Budgets table on the Spend Requests Overview, its title outlined, one row per cost centre and categoryThe Budgets table on the Spend Requests Overview, its title outlined, one row per cost centre and category
  3. Compare your total, including VAT, with Available.
    The Budgets table with the Available column outlined, beside Allocated, Committed and ActualThe Budgets table with the Available column outlined, beside Allocated, Committed and Actual

What you will see

  • Allocated: the budget for the line.
  • Committed: approved requests not yet spent.
  • Actual: spent, from your organisation’s books.
  • Available: allocated, less committed, less actual.
  • The Available and Committed numbers at the top add these up across all lines. Press a number to see the lines behind it.

Common problems

  • Available looks out of date. The check made when you raise a request always works it out from Allocated, Committed and Actual, so it can differ from the figure shown.