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

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 at 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.


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