> For the complete documentation index, see [llms.txt](https://docs.apptiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.apptiflo.com/settings-docs/budgets.md).

# Budgets

Accounts can use Budgets to set financial privileges and give Users flexibility to make decisions that are appropriate to their role. A Director position may have a higher Budget threshold to initiate larger purchases than a Support position. Budget approval is required if a purchase exceeds the User's assigned Budget. Budgets help provide accountability for everyone.

For example, we have the following Budgets:

| Budget Name | Approval Amount | Approvers      |
| ----------- | --------------- | -------------- |
| Basic       | $100            | User B, User C |
| Advance     | $1000           | User C, User D |

### **Scenario 1:** User A is assigned to the Basic Budget with an approval amount of $100 and submits a Purchase Order of $90.

Approval is not required since $90 is less than the Basic Budget's approval amount of $100. The Purchase Order is automatically approved to proceed.

***

### **Scenario 2:** User A is assigned to the Basic Budget with an approval amount of $100 and submits a Purchase Order of $900.

Approval is required from the Basic Budget since $900 exceeds its approval amount of $100. User B or User C can approve the Basic Budget. If denied, User A can make updates and try again. If approved, the Purchase Order proceeds.

***

### **Scenario 3:** User B is assigned to the Advance Budget with an approval amount of $1000 and submits a Purchase Order of $900.

Approval is not required since $900 is less than Advance Budget's approval amount of $1000. The Purchase Order is automatically approved to proceed.

***

### **Scenario 4:** User B is assigned to the Advance Budget with an approval amount of $1000 and submits a Purchase Order of $2000.

Approval is required from the Advance Budget since $2000 exceeds its approval amount of $1000. User C or User D can approve the Advance Budget. If denied, User B can make updates and try again. If approved, the Purchase Order proceeds.

***

### **Scenario 5:** User A is assigned to the Basic Budget with an approval amount of $100 and submits a Purchase Order of $2000.

Approval from the Basic and Advance Budgets is required since $2000 exceeds both Budgets' approval amounts. User B or User C can approve the Basic Budget. If denied, User A can make updates and try again. If approved, User C or User D will provide approval for the Advance Budget. If denied, User A can make updates and start the entire approval process again. If approved, the Purchase order proceeds.

{% hint style="info" %}
Only the Budget approvers may make order updates during the Budget Approval process.
{% endhint %}

#### Learn more about Budgets:

{% content-ref url="/pages/n1ySMUQ8gXj0gAUwTgcD" %}
[How do I add a Budget?](/settings-docs/budgets/how-do-i-add-a-budget.md)
{% endcontent-ref %}

{% content-ref url="/pages/kwm31zfHhmswtbcASHNR" %}
[How do I update a Budget?](/settings-docs/budgets/how-do-i-update-a-budget.md)
{% endcontent-ref %}

{% content-ref url="/pages/d7v9AgDDIE5KqmIKEoo1" %}
[How do I delete a Budget?](/settings-docs/budgets/how-do-i-delete-a-budget.md)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}