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Block bookings from exceeding case or funding periods

Learn how to block bookings from exceeding case or funding periods

You can configure splose to prevent bookings from exceeding the limits set within a client's case or funding period. This helps ensure that services do not go over budget.


How to

Block bookings from exceeding case or funding periods

  1. Navigate to Workspace Settings.

  2. Under Bookings, find the Funding Period Limits setting.

    Screenshot of the Workspace Settings Bookings section showing the Funding Period Limits setting
  3. Enable the setting to block bookings that would exceed the case or funding period limits.

  4. Click Save to confirm the settings.

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