Quick Workflows can be created that will trigger when the amount claimed exceeds the budget amount, so that both employees and internal users can be notified and review. To use this alert, please contact your Equus Client Support Manager to have the 'Equus - Budget Service' service enabled.
The 'Equus - Budget Service' monitors the budget records and updates the 'Budget: Calc. Spent Amount Exceeds Amount' field so that it can be used as a Target Field for Quick Workflows.
Note that setting up an additional condition to only alert when the value in this field is equal to 'Yes' is recommended so that the Quick Workflow will only trigger when a Budget is exceeded, not just when the value changes.
If a Budget is exceeded and then an expense entry or voucher is denied, the 'Budget: Calc. Spent Amount Exceeds Amount' field will change from 'Yes' to 'No'. A similar Quick Workflow can be created to trigger when the amount claimed falls below the budget amount.