Do I need to use budgets in

No, the answer is plain and simple. If your company doesn't use budgets a common workaround involves only setting up one budget and using that for everything.

Note: You will have to choose this option every time when creating new Purchase Orders

  1. Go to the Budgets tab in the Top Menu-Bar
  2. Select the "Sample Budget"
  3. Click on "Edit Budget"
  4. Change the budget name to something with a clear, precise link to what the budget is for Eg. Office Supplies, Maintenance, etc…
  5. Remember to save!

Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on