Can I set up approval flows for specific budgets?

Only budget owners can approve and send transfers within a budget.

The only approval flow available for bank transfers within a budget is based on the budget settings your admin or budget owner has created.

When you add a budget owner, you have the option to allow them to transfer without approval or no transfer rights.

This setup overrides the requirement for approval to go through your Admin or Finance Transfer users. If you allow a budget owner to transfer without approval, they can make any transfer.

Budget members cannot make any transfers or be set to make transfers.

If you have approval flows set up via our Transfer Approval Policy, they will not work within the budgets feature. We are working on this being part of our budget feature in 2024.


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