--- title: "FAQs: Budgets" description: Only users with the Budgets role can create and edit budgets. Admin (a user with the Configuration role) and the budget holder can edit budgets. You can activate it on the User Management page. The bu --- [Skip to content](https://help.precoro.com/faqs-budgets#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.precoro.com/?hsLang=en) 2. [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en) 3. [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro?hsLang=en#faqs-and-troubleshooting) # FAQs: Budgets ## Find the answers to common budget-related answers. #### TABLE OF CONTENTS - [Who has access to budget editing?](https://help.precoro.com/faqs-budgets#who1) - [I have an available budget in June, but the PO is created in July. Is it automatically transferred to July?](https://help.precoro.com/faqs-budgets#Ihave2) - [Does the budget get assigned to a PO based on its creation date or on its delivery date?](https://help.precoro.com/faqs-budgets#Does3) - [If I create a PO in May, but the delivery date is in June, which budget will it be assigned to: May or June?](https://help.precoro.com/faqs-budgets#IfI4) - [Is there a way to import budgets instead of manually inputting them?](https://help.precoro.com/faqs-budgets#Isthere5) - [Is it possible to copy the past budgets to create future ones?](https://help.precoro.com/faqs-budgets#Isit6) - [How can I make a budget report?](https://help.precoro.com/faqs-budgets#Howcan8) #### Q: Who has access to budget editing? Only users with the **Budgets** role can create and edit budgets. **Admin** (a user with the Configuration role) and the **budget holder** can edit budgets. You can activate it on the **User Management** page. #### Q: I have an available budget in November, but the PO was created in December. Is it automatically transferred to December? The budget cannot be changed automatically in documents. You will not be able to select the November budget on the document’s creation page if the PO’s delivery date is in December.   - When you are creating a new Budget you need to set the period and duration: ![](https://help.precoro.com/hubfs/Monosnap%20Create%20Budget%202023-10-26%2016-04-50-png.png) - When you create a Purchase Order and set a delivery date, you can only see and choose only those budgets that are available. ![Screenshot 2022-12-21 at 5.39.02 PM](https://help.precoro.com/hs-fs/hubfs/Screenshot%202022-12-21%20at%205.39.02%20PM.png?width=670&height=556&name=Screenshot%202022-12-21%20at%205.39.02%20PM.png) #### Q: Does the budget get assigned to a PO based on its creation date or on its delivery date? The budget is assigned to a Purchase Order depending on its delivery date. You can set it up on the document’s creation page. #### Q: If I create a PO in May, but the delivery date is in June, which budget will it be assigned to: May or June? In Precoro, you can assign budgets to the Purchase Orders depending on the delivery date. So, in that case, the document will be assigned to the June budget. #### Q: Is there a way to import budgets instead of manually inputting them? Go to the **Budgets** page and hit **Import Budget**. #### Q: Is it possible to copy the past budgets to create future ones? We are working on implementing this feature in the near future. Follow the [**Releases**](https://precoro-com-ua-1903299.hs-sites.com/knowledge/precoro-updates?hsLang=en) folder to learn about all recent updates in Precoro.  #### Q: How can I make a budget report? There are two different budget reports in Precoro: - [Budget Usage Report](https://precoro-com-ua-1903299.hs-sites.com/knowledge/how-to-create-a-budget-usage-report?hsLang=en) - [Custom Budget Report.](https://precoro-com-ua-1903299.hs-sites.com/knowledge/how-to-create-a-custom-report?hsLang=en) Follow the articles mentioned above to learn more about the reports. - [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content) - [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations) - [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management) - [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms) - [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management) - [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items) - [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow) - [Location Management](https://help.precoro.com/precoro-setup?hsLang=en#location-management) - [Precoro Payments](https://help.precoro.com/precoro-setup?hsLang=en#precoro-payments) - [Two-factor authentication](https://help.precoro.com/precoro-setup?hsLang=en#two-factor-authentication) - [Security](https://help.precoro.com/precoro-setup?hsLang=en#security) - [US Based Server](https://help.precoro.com/precoro-setup?hsLang=en#us-based-server) - [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en#main-content) - [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests) - [Requests for Proposals](https://help.precoro.com/how-to-use-precoro?hsLang=en#requests-for-proposals) - [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions) - [Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders) - [Service Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#service-orders) - [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts) - [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices) - [Expenses](https://help.precoro.com/how-to-use-precoro?hsLang=en#expenses) - [Budgeting](https://help.precoro.com/how-to-use-precoro?hsLang=en#budgeting) - [Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory) - [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports) - [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation) - [Working with documents](https://help.precoro.com/how-to-use-precoro?hsLang=en#working-with-documents) - [Suppliers Portal](https://help.precoro.com/how-to-use-precoro?hsLang=en#suppliers-portal) - [Supplier Registration](https://help.precoro.com/how-to-use-precoro?hsLang=en#supplier-registration) - [Attachments, Filters, and Search](https://help.precoro.com/how-to-use-precoro?hsLang=en#attachments-filters-and-search) - [Mobile App](https://help.precoro.com/how-to-use-precoro?hsLang=en#mobile-app) - [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro?hsLang=en#faqs-and-troubleshooting) - [Precoro Integrations](https://help.precoro.com/precoro-integrations?hsLang=en#main-content) - [QuickBooks Online Integration](https://help.precoro.com/precoro-integrations?hsLang=en#quickbooks-online-integration) - [NetSuite Integration](https://help.precoro.com/precoro-integrations?hsLang=en#netsuite-integration) - [Xero Integration](https://help.precoro.com/precoro-integrations?hsLang=en#xero-integration) - [API Requests and Webhooks](https://help.precoro.com/precoro-integrations?hsLang=en#api-requests-and-webhooks) - [SSO Setting](https://help.precoro.com/precoro-integrations?hsLang=en#sso-setting) - [Google Integration](https://help.precoro.com/precoro-integrations?hsLang=en#google-integration) - [Power BI](https://help.precoro.com/precoro-integrations?hsLang=en#power-bi) - [Integration with Slack](https://help.precoro.com/precoro-integrations?hsLang=en#integration-with-slack) - [PunchOut Catalogs](https://help.precoro.com/precoro-integrations?hsLang=en#punchout-catalogs) - [Integrations via Connectors](https://help.precoro.com/precoro-integrations?hsLang=en#integrations-via-connectors) - [Bill.com Integration](https://help.precoro.com/precoro-integrations?hsLang=en#bill-com-integration) - [Precoro Updates](https://help.precoro.com/precoro-updates?hsLang=en#main-content) - [Releases, 2026](https://help.precoro.com/precoro-updates?hsLang=en#releases-2026) - [Releases, 2025](https://help.precoro.com/precoro-updates?hsLang=en#releases-2025) - [Releases, 2024](https://help.precoro.com/precoro-updates?hsLang=en#releases-2024) - [Releases, 2023](https://help.precoro.com/precoro-updates?hsLang=en#releases-2023) - [API Updates](https://help.precoro.com/precoro-updates?hsLang=en#api-updates) - [General changes](https://help.precoro.com/precoro-updates?hsLang=en#general-changes) [![Precoro](https://help.precoro.com/hubfs/Precoro.svg "Precoro")](https://precoro.com/) Copyright © 2026, Precoro