What do other do with budgets and budget checking?

Sylvia Cook
Sylvia Cook
Sixth Anniversary Kudos 5 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions
We are still on the new side of FE/NXT, webpurchasing and sorting out the budget checking. Does webpurchasing only look at the period when checking the budget and not the cumulative budget? ie. Jan and Feb have a $1000 budget. In Jan sent $800. In Feb want to spend $1100. I would expect it to approve the Feb expense as the cumulative budget is sufficient, but the expense is stopped. Another situation is the full budget amount is entered in January for a project, but any purchases after January are being stopped.


How are others handling this? Do you manually "roll forward" the budget by making budget adjustments to move the budget amount forward? I hope not.

Sylvia

Comments

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant
    Am I the only one having a hard time with budget checking? If budget was entered in January and an expense is being submitted in February, why I do get a budget stop message? Does budget checking only look at the current period for the budget? Why would an unused budget in a prior period not be part of the budget checking in the current period? I must have a configuration wrong somewhere but I don't know where.
  • Angela Tuttle
    Angela Tuttle
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge Name Dropper
    At the moment we are not using webpurchasing so unfortunately I can not answer your question but I would love to how others are handling this as well.


    We put in our budget at the beginning of the year and COVID has thrown us for a loop, as I am sure others are experiencing the same thing. We try to eave the budget as it is and make adjustments only if needed.
  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant
    Hi Angela,

    Thanks for answering. Since you leave the budget alone, what do you when you have an expense not in the same month as the budgeted amount? Do you have your budget checking at never allow over-budget spending? Or do you leave it as warn or always allow?


    Sylvia
  • Angela Tuttle
    Angela Tuttle
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge Name Dropper
    Hey Sylvia.


    We always allow. At some point we may need to look into using one of the other options.

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