Set up alerts for overspending, underspending, or mismatches between budgeted, actual, and committed (purchase order) spend.
A Budget Adherence object represents the alignment of financial activity against planned budgets. It records the assigned budget, actual spend to date, and pending commitments through purchase orders. This object also includes classification and tracking category fields, allowing granular review across departments, cost centres, or projects.
The AI will only look back at 12 months of data.
All amounts are in the Base Currency for the client.
Key Properties
TxnDate — The date the budget or transaction record applies to.
SourceLink — Deep link back to the source system for further review.
Account Details
AccountClassification — High-level classification (e.g., Expense, Revenue, Capital).
AccountType — The account type (e.g., Operating Expense, Asset Purchase).
AccountCode — The ledger/accounting system code.
AccountName — Human-readable account name.
Tracking Categories
TrackingCategoryName — Name of the tracking category (e.g., Department, Project).
TrackingOptionName — Specific option (e.g., "Marketing" under "Department").
Budget Amounts
BudgetSubTotalAmount (decimal) — Budget before tax.
BudgetTaxAmount (decimal) — Budgeted tax allocation.
BudgetTotalAmount (decimal) — Total budget including tax.
Actual Spend Amounts
ActualSpendSubTotalAmount (decimal) — Actual spend before tax.
ActualSpendTaxAmount (decimal) — Actual tax on spend.
ActualSpendTotalAmount (decimal) — Total actual spend including tax.
Purchase Order Amounts
PurchaseOrderSubTotalAmount (decimal) — Committed (PO) amount before tax.
PurchaseOrderTaxAmount (decimal) — Tax related to purchase orders.
PurchaseOrderTotalAmount (decimal) — Total purchase order commitments including tax.