Was wondering if anybody had experience building out tracking of expenses for matrixed organizations. For example, I’d like to track traditional departments (eng, CS, BD) that are allocated under potential Organizational units, x,y,z, and then be able to push and track in QBO, f
I’d like to be able to splice these so i can track, here’s expenses by department, and then by organizational unit.
Is there a way to adapt custom groups to do this?
In my head, custom groups could be used to track and classify these.
We have project managers who are not department leads, but have budgetary responsibilities.
I’ve been able to create approval flows that allow the project manager to control what is charged into their budgets, but because they don’t directly manage the individuals I can’t create a report that will allow them to review expenses that have hit their budgets.
Hey William! I agree with @Roy_Manninen – Spend Programs are a great fit here, especially for project managers who aren’t department leads but still have budget oversight.
Spend Programs allow you to group funds, users, and cards under a shared policy, making it much easier to track and control budgets. They’re ideal for managing spending tied to specific departments, projects, or initiatives.
Let me know if you have questions about setting it up
