KB14101: Functional Areas and Categories

Functional Areas are the backbone of the Budget Workflow App, providing an easy way to manage:

  • Who is allowed to approve budget requests.
  • Budget thresholds (how far up the chain of management requests have to go before they are considered completely approved).

Functional Areas are corollaries to General Ledger accounts. Most businesses have these defined as areas of responsibility within departments or management areas of responsibility.

 

Categories don't affect the functionality of the Budget Workflow App, they are just there so that you have an extra bit of information about the budget request that has been submitted.

 

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