Auto Spend Down Budgets (Released May 15, 2026)

Auto Spend Down is a new budget setting that allows agencies to automate the creation of billing records based on a predefined weekly unit schedule. Previously, there was no way for the system to generate billing records without a staff member manually starting a service or an admin manually creating them.

When Auto Spend Down is enabled on a budget, admins assign a number of units to each day of the week. The system then automatically generates billing records on those days for the life of the budget, deducting units and updating budget usage in real time. This eliminates manual data entry for predictable, recurring billing patterns.

Primary users of this feature. Admins configure Auto Spend Down when creating a budget and can monitor generated records via the Claims and Service Records pages.

Managers who have permission to create or edit budgets will also have access to configure Auto Spend Down.

Navigate to Feature Settings > Finance and you will see a new toggle labelled “Auto Spend Down”. Toggling this feature on will make the feature on a client’s budget usable.

A new toggle on the Budget Info page enables Auto Spend Down for a budget. When enabled, the budget will not appear for staff to manually start services against in the mobile app.

Once the toggle is enabled, admins see a table with each day of the week (Monday–Sunday) and a numeric unit input per day. Days set to zero are skipped and generate no billing. Only positive integers are allowed. The weekly unit total cannot exceed the budget's total authorized units.

As admins enter units, each row shows a projected daily billing amount in real time. A projected weekly total is displayed at the bottom of the table, giving admins a clear picture of spend before saving.

After the budget is saved, the system begins generating billing records on the configured days each week for the duration of the budget. Billing records will not be created retroactively — generation starts from the day the budget was saved. Once all authorized units are consumed, auto-billing stops.

Used units and remaining units update dynamically as records are generated. Budget summary and detail pages reflect these changes in real time.

Auto Spend Down is automatically disabled if the budget is archived or if the toggle is manually turned off by an admin. This means that when one of those two actions is taken, the system will stop automatically generating billing records.

No bug fixes included in this release. This is a net-new feature with no prior implementation in the system.