Set Location Spending Limits

Control how much can be spent at a location each month.

You can set a monthly spending limit for any location to keep purchasing within budget. Once a limit is set, users are prevented from placing purchases for that location that exceed the amount you allow each month.

Note:

Only account owners can create and edit spending limits.

Note:

Creating and enforcing spending limits requires a premium subscription.

Set a Spending Limit (Web Only)

  1. Navigate to an existing location's details page.
  2. Scroll down to the Monthly Spending Limit section.
  3. Click Set Spending Limit and enter a value.
  4. Once a spending limit is set, users will be prevented from placing purchases for that location that exceed it.

Add Spending Limit

How Spending Limits Work

  • Users who have access to place purchases at the location can see an indicator showing how much the location has spent so far each month.
  • Users without purchasing permission will not see the indicator.

Add Spending Limit

Requesting a Purchase Over the Limit

If a user attempts to make a purchase that exceeds the location's monthly spending limit, they will be presented with the option to Request a Purchase.

  1. The user selects an approver from a list of valid approvers.
  2. The chosen approver is notified of the request.
  3. The approver can modify the open cart and complete the purchase.

Enforce Spending Limit

Note:

Use location spending limits to give teams purchasing freedom while keeping each location's monthly costs under control.