Learn how to see your budgetary impact before placing an order!
The Budgets feature of the platform is a helpful tool that can be used alongside ordering. This is extremely helpful so you can see your budgetary impact before placing an order!
To activate this feature on your account, toggle on “Order by GL” from your Director Configuration page.
Additionally, to see your budget impact at the top of the screen, you will need to have a budget entered or synced from your budgeting system.
This feature remains the same within Craftable's New Unified Platform. Watch the brief video tutorial below for a refresher on Orders with Budgets.
To see a budget at the top of your order:
- Navigate to Orders > Orders.
- Press + New Order
- Select a Vendor
- Once you have selected a Vendor, press New Order once again.
- Press + Add Line to begin adding items to the order.
- Add a GL account allocation.
- Select the appropriate GL account (one with a budget).
- Press Add Item to finalize.
If the GL you selected has a budget, you will be able to see a banner above the order that displays the budget. This is extremely helpful so you can see your budgetary impact before placing an order!