Enable the Budget Manager Hierarchy (Optional)
If clients choose to use the Manager Hierarchy to match employees to the correct budgets, admins can go to the Users page in Product Settings to either import the budget approvers or enter a budget approver in the Manager list. After the admin has performed one of these steps, they must select a manager in the Filter by Managers (optional) tab of Budget Items.
To see the Filter by Managers (optional) tab, the admin must have selected (enabled) this option in Budget Settings.
To import budget approvers, refer to the User Import Process and Field Formats topic.
To manually enter budget approvers, refer to the Add a User topic.
