Budget Management

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Admins: Create Individual and Team Budgets in Bulk

This article simplifies the process of setting up multiple budgets for various cardholders in a single operation. Additionally, it provides a thorough guideline for administrators to create shared budgets for user groups, ensuring an efficient approval process.

Updated 1 week ago by Rim Ferchichi

Expensya Cards - Closing budgets

This user guide explains how administrators and card managers can effectively close approved budgets that are no longer required by the cardholder. The two separate sections detail the distinct steps for managers and administrators, emphasizing the implications of closing a budget.

Updated 1 month ago by Rim Ferchichi

Editing Approved and Pending Approval Budgets

Once an employee submits a budget request, both the admin and the manager have the ability to review, update, and approve the pending budget request. This allows for an efficient review process, enab…

Updated 1 week ago by Rim Ferchichi

Managers/Administrators: Approve or Reject Budget Requests

This comprehensive guide offers detailed explanations and step-by-step procedures to help cardholders, managers, and administrators navigate the budget approval process on the Expensya card. It covers all aspects from requesting a budget, receiving notifications, to approving or rejecting budgets through both the mobile and web applications.

Updated 1 week ago by Rim Ferchichi

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