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.
Updating budgets
- Navigate to Budgets
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Select the budget you want to view, which will bring you to the Budget Details page.
- Add or remove budget users from the Budget Details page.
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To update additional budget details, select the Budget Options dropdown and choose Update Budget.
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 button to save your changes. The changes will be made effective immediately, and the budget users will be notified.