The Budget feature enables clients to set up all components of a budget. These components include:

• A fiscal year to determine the budget period

• Budget tracking fields to track spending on a cost centre (profit centre) level

• Budget categories to group expense types for budget items, which are the actual annual budgets

• A budget manager hierarchy to match employees to the correct budgets

• Budget items to define the budget including fiscal year or date range, budget owner, budget name and budget description

Budget admins configure the Budget feature by clicking Administration > Invoice or Expense or Request > Budget Configuration.

When the admin has configured this feature, users will be able to access two Budget Dashboards (Budget Overview and Budget Details) to view and manage their budgets.