Piggybank
Budget Management
Pi's Piggybank module provides the ability to configure and setup budget tracking in seconds. Once set up, you can view your budget performance across your whole business at a glance and track supplier spend against a specified budget. The reports allow you to view ‘live’ budget reporting, delivered in easy to understand graphs. Plus, you can receive email alert notifications when a budget is exceeded, and set budget thresholds so that related orders are automatically forwarded for approval before they are sent to the supplier! View the articles in this section to learn more on set up and reports available.
Articles are accurate at the time of publishing, and we continuously aim to keep these up-to-date. However, due to the nature of ongoing Pi developments, you may sometimes find these differ slightly to the platform itself. If you have any questions, contact the Pi Helpdesk or your Account Manager.
Welcome |
| Piggybank Overview |
Budget Management |
| Building Budgets |
| Budget Reports |
| Approving Orders |
These articles have been created to help you get the most from Pi. To ensure you are referencing the most up-to-date information and to limit any environmental impact, please refrain from downloading or printing and access these guides online.
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