Question 1

What happens if a request would overspend?

Accepted Answer

It is refused at approval, with the numbers: what was requested and what was available. Available is what is left after other requests already waiting for a decision are held back — so two people cannot each be told there is room for the same money.

Question 2

Can I top a budget up without rewriting it?

Accepted Answer

Yes. Register it as income and the available amount rises; the planned figure the budget was approved on does not move. Income needs its own approval, and a budget has to allow income before any can be registered against it.

Question 3

Who can approve?

Accepted Answer

Whoever the budget names, in the order it names them. Nobody sets up a path per request — the people who must sign it are read from the budget the spend is charged to, at the moment it is raised. Each step has a deadline.

Question 4

What happens when an approver is on leave?

Accepted Answer

The step escalates — to a named person, to whoever is available in a group, or up the management chain. Public holidays come from the calendar you already keep, and personal leave is picked up too.

Question 5

Can an approved entry be edited or deleted?

Accepted Answer

No. Entries cannot be duplicated and cannot be deleted. A wrong entry is corrected by a compensating entry, so the history of a budget stays the history of a budget.

Question 6

Does it post to our accounts?

Accepted Answer

No. There is no journal entry, no general ledger posting and no invoice matching. OrgExp governs the decision to spend and records it; your accounting system does the accounting.

Question 7

Can we start with just budgets and approvals?

Accepted Answer

Yes. Income, payment capture, mobile and the assistant are separate areas you switch on when you want them, and doing so later does not mean redoing your setup.

Question 8

How do advances work?

Accepted Answer

A request line is either an advance or a settlement. A settlement names the advance it draws down, and only the difference charges the budget — because the advance already did.

Question 9

Can a subsidiary spend against a group budget?

Accepted Answer

Yes, and only upwards: your own company's budget or one above you in the group, never a sibling's. A parent-company approver can sign off a subsidiary's budget.

Question 10

Who can see what?

Accepted Answer

Four separate ladders — budgets, spend requests, income and payments — each running viewer, requester, approver, admin. A requester sees their own documents; an approver sees the ones that came to them.

Question 11

How long does setup take?

Accepted Answer

The work is describing your structure — categories, line items, who signs what — and we do that part with you.

Priced per organisation, not per transaction

Team

Organisation

Group

Questions, answered plainly

Find out what your budgets are actually doing