pexbudgets

name	pex:budgets
description	ProcurementExpress budget management via CLI. Use when listing, viewing, creating, or updating budgets (cost centers). CLI commands: pex budget list|show|create|update. Triggers on: budget, cost center, spending limit, budget allocation, remaining budget, budget approvers.

ProcurementExpress Budgets

Prerequisites

Authenticate and set active company first (pex:setup skill).

Commands

# List
pex budget list
pex budget list --department-id=5 --archived --show-mappings

# Show
pex budget show 123

# Create
pex budget create --name="Q1 Marketing" --amount=50000 \
  --currency-id=1 --start-date="2024-01-01" --end-date="2024-03-31" \
  --department-ids=5,6 --approver-ids=10,20 \
  --cost-code="MKT-Q1" --chart-of-account-id=15

# Update
pex budget update 123 --amount=75000 --end-date="2024-06-30"

Create/Update Options

• --name, --amount (required for create)
• --currency-id — defaults to company currency
• --creator-id, --cost-code, --cost-type
• --start-date, --end-date — must match company date_format
• --allow-anyone-to-approve — bypass approver restrictions
• --chart-of-account-id — GL code
• --qbo-class — QuickBooks class
• --approver-ids — comma-separated approver user IDs
• --department-ids — comma-separated department IDs
• --custom-fields — JSON array: [{"value":"x","custom_field_id":1}]

Key Response Fields

• id, name, amount, remaining_amount, currency_id
• cost_code, cost_type, archived
• start_date, end_date, approved_this_month
• approver_ids[], department_ids[]
• chart_of_account_id, chart_of_account_name

Date Format

All date fields must match the company's date_format setting. Get it via:

pex company details  # → company_setting.date_format