WorkVellWorkVell
Budget Execution·Support CodeBUDGET-004

Linking Expenses to Budget Line Items

How to link expense claims to budget line items so they automatically update budget actuals.

【Linking an expense to a budget】

  1. 1.Expense Request → New Claim → when selecting the expense category, also choose the "Budget Code"
  2. 2.Once approved, the amount automatically posts to the budget actuals

【If no budget codes appear】

· No approved budget exists for your department

· The budget period doesn't match (check fiscal year or quarter)

· Ask your admin to verify budget and category settings

【Personal expense vs. budget-linked】

Small out-of-pocket expenses may be submitted as "personal expenses" without a budget link. Check your company's expense policy.

【About accounting software integration】

WorkVell does not integrate directly with accounting software such as freee, Yayoi, or Money Forward Cloud, and does not provide exports for them (see #INT-007).

Example

¥30,000 ad spend → select category 'Advertising' + budget code 'Q2-MKT' → approved → auto-posted to Q2 budget actuals

budget expense linkexpense claimcost categoryaccountingjournal entry

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