Overview
A budget is a tool to organize company card spending. First, you must register a card, which serves as the funding source for any budget you create.
Whether you create budgets for yourself or send them to your team, you can update the budgets at any time in order to effectively manage company spending.
Watch the video for a comprehensive explainer and demo on how budgets work.
Updating budgets
1. Select Budgets from the navigation
2. Choose budget you want to view, which will bring you to the Budget Details page.
3. From here, you can add or remove budget users
4. To update additional budget details, select Budget Options and choose Update Budget
Note: A budget can only be updated by its creator. The funding source of the budget (a registered card account) cannot be changed.
When a value is changed, green highlights will indicate intended changes to the section. You can update:
- Budget name
- Budget limit
- Active until date
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Recurring frequency (for a recurring budget)
Select the Update Budget to save your changes. The changes will be made effective immediately, and the budget users will be notified.
*Note: Budgets are only available to select issuers