We’re introducing a brand-new feature, Declining Balance. This visual feature gives your teams real-time visibility into what’s left in their purchasing budgets – right at the point of ordering!
Why did we build it
In busy catering environments, decisions are often made quickly. Orders need to be placed, stock needs replenishing, and service can’t slow down.
Declining Balance bridges the gap between fast-paced operations and staying on budget, making spend visible at the moment you need it most.
No more waiting until the end of the month to see where things landed, and no more unnecessary guesswork. Declining Balance does the work for you.
What Declining Balance helps you do
Essentially, it helps you see what’s left in your budgets instantly.
Your remaining budget is clearly displayed on both the Ordering and Today pages, so teams know exactly where they stand before placing an order.
You can...
- Choose weekly or monthly budgets and increase limits during busier periods or seasonal peaks.
- Apply different budgets per site or manage spending centrally from head office.
- Decide whether orders should be blocked when budgets are reached, or simply notify an approver to step in.
- Allocate budgets to specific nominal codes or purchase categories for more meaningful financial control.
Declining Balance is built to be flexible around seasonal peaks, location differences, and category-specific spend, giving you greater visibility and control without any manual workings.
Where you’ll see it
Once you’ve set your budgets, Declining Balance appears:
- On the Today page
- On the Ordering page, at the point of ordering
It updates automatically as orders are placed, so what you see is always current.
How to get started
If you already have budgets set up, we’ll make sure Declining Balance is ready and waiting for you. Just log in and head to Ordering to see it.
And if you don’t have budgets set up. Follow our step-by-step guide, watch the short video walkthrough, or contact our Support team for help.
If you’d like help getting started or want to talk through the best setup for your business, your Account Manager or our Support team will be happy to help.