“Administrator” is a role that can manage the Expenses app. Administrators can:

• Create, edit, archive, and delete budgets,
• Grant or revoke administrator role from others,
• Export and import expenses from and to the app.

You might want to grant the administrator role to some members of your HR or finance teams, who will manage company budgets and ensure the policies are followed.

Go to Expenses > App Home. If you see a “Settings” button and can list “All” budgets, you are an Expenses administrator.

Creating budgets

Someone in your organization - either a single person or a group of persons - must be responsible for ensuring Expenses app is configured accordingly with your organization expenses policy.

• Open Expenses > App Home, click “New budget”

  

Budget configuration

Limit

Unlimited budgets don’t put a spending limit on the reported expenses.

Budgets with limits can be configured to a maximum spending by a single user (limit amount) within a time frame (limit renewal), after which the limit will be reset.