If clients choose to use the Manager Hierarchy to match employees to the correct budgets, admins can either import the budget approvers or enter a budget approver in Invoice Approvers, Expense Approvers or Request Approvers. After the admin has performed either of these steps, they must select a manager in the Filter by Managers (optional) tab in 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 Using the User Import Feature topic.

To manually enter budget approvers, refer to the Add or Change Expense and Invoice Approvers or Add or Change Request Approvers topic.