Budgets records
Create and manage supported records from one connected workspace.
Core Finance
Budgets
Budgets built for one connected workspace.
Set spending limits and monitor budget activity.
Workspace scopedRole controlledConnected records
BudgetsFeature overview
Budgets built for one connected workspace.
Set spending limits and monitor budget activity. KharchaBill keeps the related record in the active workspace and applies the user permissions configured for that workspace.
Everything you need for budgets
Workspace scoped
Records are isolated to the active workspace and its operating context.
Permission aware
Available actions follow assigned roles and explicit permissions.
Connected reporting
Related activity can feed supported financial or operational reports.
Use budgets in 4 clear steps
- 1Open BudgetsUse the feature in a workspace where it is enabled.
- 2Add the recordEnter the required details and review validation.
- 3Manage activityUpdate the record using the actions allowed by your role.
- 4Review resultsUse related lists and reports to understand recorded activity.
Available through current Business Packs
Common questions
Which Business Packs include Budgets?
The feature page shows the current Business Packs linked to this capability in the database. Availability also depends on the active workspace entitlement and user permissions.
Is Budgets workspace scoped?
Yes. Business records are resolved within the active workspace and authorised operating context.
Can team access be limited?
Yes. Owners and administrators can assign supported roles and permissions.
Ready to use Budgets?
Create your workspace, then enable the Business Pack and access your work requires.