How do I set spending limits within a budget campaign?
A budget campaign makes one total budget available for all products within FiscFree. Many organizations currently work with fixed budget allocations per product category. In practice, this often leads to inefficiencies: some budgets are used up quickly, while others remain unused. As a result, administrators spend unnecessary time reallocating budgets and managing additional administration.
If you want to control how much of the budget can be spent on a specific product, you can set product limits. If you have already created a budget campaign, follow the steps below to configure these limits.
Set a limit for a product
- Go to Companies & People > Budget Campaigns.
- Select the budget campaign for which you want to set a product limit and click Edit.
- Scroll down and click Add Limit under Budget Campaign Limits.
- Under Product, select the product for which you want to set a limit.
- In the Limit field, enter the maximum amount that may be spent on that product.
Want to know more? Read the full article about limits here.