Where enabled for your workspace, Spend management provides separate monthly budgets for Scout Agent outcomes and chargeable connected phone usage. Review the status and existing commitments before changing a budget.
Budget controls are available only for eligible workspaces. Use the actual verified status and confirmation in Billing before relying on a spending limit.
Before you start
You need billing-administrator permission and an eligible workspace. These controls are not shown in every environment. Read any availability or verification message before relying on a cap.
Overview holds billing setup and invoices; Usage provides the usage breakdown.
Review and change a budget
Open Settings → Billing → Overview and look for Spend management. If it is unavailable, ask a billing administrator or Cartograph support about your workspace’s eligibility.
Review Scout Agent Budget and Phone Budget separately, including incurred charges, reserved budget, available balance and next reset.
Choose Set a budget or Edit budget for the intended category. A payment method and completed billing verification may be required.
Enter the amount and choose Review change. Read the current-period maximum, existing commitments and the effect on paused work.
Confirm Save budget only when the amount and effect are correct. Check the saved status; Pending or Setting up does not mean an effective verified budget.
Review Work waiting on budget and confirm eligible work resumes when capacity becomes available. Approvals, connection problems and other billing restrictions can still block it.
Check the result
The intended category shows the saved amount and a verified effective state. Existing funded work and new work can behave differently, especially after a budget decrease.
Incurred and reserved
Incurred charges represent covered usage already earned. Reserved budget covers work already authorized; unused reservations return to the available balance.
New billable work pauses when there is not enough unreserved budget. Already funded work can finish and still be charged. Connected calls can finish; Cartograph covers usage beyond their funded allowance as described in the confirmation.
Lowering or raising a budget
A lower amount can be below charges and funded commitments already present. The confirmation explains the current-period maximum and when the lower ceiling fully applies. Do not read the new number as a retroactive reduction of existing commitments.
Raising a budget can let eligible paused work resume automatically. It does not override an approval, missing connection or unpaid-invoice restriction.
Scope and operational controls
The two budgets cover their named categories. Subscription or add-on fees, phone-number rental, taxes, contractual commitments and other charges may fall outside them. Consult your agreement for the complete invoice scope.
Budget controls limit spending; task rules control what work is created. Review Terrain → Signals and Settings → Task types when adjusting task volume. Older Triggers navigation does not describe the current configuration.
If something does not look right
What you see | What to check |
Spend management is missing | Check workspace eligibility and your billing role with an administrator. |
Budget is Pending or Setting up | Wait for verification and review its status. Do not treat an unverified amount as an effective cap. |
Work stays paused after an increase | Inspect approvals, connections, payment restrictions and the task’s latest reason for waiting. |
Is this a cap on my entire invoice?
Is this a cap on my entire invoice?
No. It applies to the named covered category. Review separate charges and contractual terms.
Does decreasing a budget cancel already funded work?
Does decreasing a budget cancel already funded work?
No. Review existing commitments and the current-period maximum. The confirmation explains when the lower ceiling fully takes effect.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.