What is a budget owner & how do I create a budget owner?

Budget owners oversee spend on a specific budget.

Only an Admin user can create a budget and set the budget owner. A budget owner can be any user level.  As a budget owner, they own that specific budget.  There is no limitation to how many budget owners are set per budget.
Budget owners can:
  • Add their team or other employees
  • Issue cards to themselves & budget members
  • Make transfers within the budget spend limit (If selected. Transfer rights per user are optional)
  • Approve claims associated with that budget

Budget owners cannot:

  • Edit the budget limit or frequency 
  • Edit the name or purpose
  • Edit the source of funds

Only an Admin user can do this.

Questions? Please let us know here or chat with us during business hours (Mon - Fri, 9.30 AM - 6:30 PM SGT) by clicking on the green chat bubble on the lower right-hand side.