So, you have been assigned a manager of a budget. Congratulations; somebody in your organization has decided you should have the responsibility of overlooking expenses reported within this budget.

Go to Expenses > App Home and select “Budgets I manage” to list the budgets you are a manager of.

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Approving / rejecting expenses

Your main responsibility as a budget manager is making sure the reported expenses are valid and follow the budget policy. Depending on the budget configuration, you might need to approve the expenses explicitly, or they can be approved by default with an option to reject them.

Notifications

You will receive a notification whenever an expense is reported.

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In this case, the expense was approved automatically. If it is valid, you don’t need to take any action.

Approving

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If an expense requires your approval, you will receive this kind of notification.

List of expenses to approve