When selecting a budget category/account while paying a bill or PO, etc., display the category’s financial status directly in the dropdown.
R
Richard
Show the budget vs. actual information next to the account/category name, including:
$X Over or Under Budget
$X in Actuals
$X in POs
This would allow users to immediately see how much has been budgeted and spent before assigning the bill, helping them confirm they are selecting the correct category and understand whether the payment will put them over budget.
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