Viewing Budget from the Approvals Page
The approver will see a View Budget link (Concur Invoice, Concur Expense) or a View Budget(s) button (Concur Request) on the Approvals page for expense claims, invoices, purchase requests and authorisation requests.
When approvers click View Budget, if there are multiple budgets impacted, they will see an overview page of the impacted budgets. If there is a single budget impacted, or they select one of the impacted budgets, they will see the budget details of their purchase request, invoice, expense claim or authorisation request, such as percentage of budget used for the purchase request, invoice, expense claim or authorisation request, along with the total budget amount.
If the spending currency is different from the budget currency, two amount columns, Spending Amount and Budget Amount, appear in the Spend Per Line Item section. The budget amount is in the budget currency while the spending amount shows the amounts in the spending currency for reference purposes.
Clicking the link in the upper right-hand corner will take the approver to a detailed view of the total budget which the purchase request, invoice, expense claim or authorisation request in question is part of. The user sees similar information in Reporting > Budget Dashboards.
If the admin has enabled unexpensed amounts in Budget Settings, Concur Expense approvers will see an Unexpensed value on the details page when they view budget details.
