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Spend Management
Budgets
Budgets
- How to create a budget?
- How to create a budget owner?
- How to create a budget member?
- How to edit a budget?
- How to freeze and reactivate a budget?
- How to view transactions from a budget?
- How to submit a budget edit request as a Budget Owner?
- How to associate a claim category to a budget?
- How to review a submitted budget edit request as an Admin?
- How to remove a transaction from a Budget?
- Can I set up approval flows for specific budgets?
- How to create a new card or link an existing card to a budget?
- How to do a bank transfer within a budget