To start working with the Budget module in Expenses, you need to activate them. Consider How to Set Up the Expenses module to go through the process step-by-step.


With the activated function, you will see in which Budget the created Expense was included as well as the available budget amount.


If the Budget function is activated, it will be available on all the document statuses like Draft, Pending, Approved, Paid, and In Revision, except for the Canceled status. 


If the Budget function is deactivated, it would still be available in the documents with:


  • Paid status.



  • Approved status.



Being switched off, the Budget is going to be unavailable in the documents with:


  • Pending status.
  • Draft status.


The Budget will be completely removed from the document, which was taken for Revision.



Thus, if you deactivate the Budget function, it will still be displayed in the documents with Paid and Approved statuses. However, it will become unavailable in Pending and Draft Expenses and get removed entirely if the document is taken on Revision.