What is a Budget Owner?
Budget owners manage spending in parent and sub-budgets. Admins create and assign parent budget owners. Admins and parent budget owners can then create and assign sub-budget owners.
Budget owners can be at any user level and are responsible for specific parent or sub-budgets. There is no limitation to the number of budget owners per budget.
Permitted Actions of Parent and Sub-budget Owners:
Actions | Parent Budget Owner | Sub-budget Owner |
Issue cards to themselves & budget members | ✅ For Parent budget and its sub-budgets | ✅ Within their sub-budget only |
Make transfers within the budget spending limit | ✅ For Parent budget and its sub-budgets if they have transfer rights | ✅ Within their sub-budget only if they have transfer rights |
Request to edit budget details except for budget limit or frequency, name and purpose, and source of funds (Only Admins can edit this). | ✅ For Parent budget and its sub-budgets | ✅ Within their sub-budget only |
Approve Budget Edit Request | ✅ Approve budget edit requests from its sub-budgets | ❌ Only Admins and Parent budget owners can approve budget edit request |
Approve claims associated with that budget | ✅ For Parent budget and its sub-budgets | ✅ Within their sub-budget only |
Add their team or other employees | ✅ For Parent budget and its sub-budgets | ✅ Within their sub-budget only |
Create sub-budgets | ✅ Can create Level 1 to 3 sub-budgets | ✅ Can create Level 2 to/or 3 sub-budgets |
Assign budget owners to Sub-budgets* | ✅ For Parent budget and its sub-budgets | ✅ For their sub-budget and lower sub-budgets |
*Note:
If a budget owner has transfer rights, assigned sub-budget owners (employee role) will also have transfer rights.
If a budget owner has no transfer rights, assigned sub-budget owners (employee role) will not have transfer rights.
How to create a Budget Owner?
When creating a budget, an Admin user must assign a Budget Owner to oversee spend on that budget.
To learn how to create a budget and assign a budget owner, please refer to our FAQ titled "How to create a budget?" which provides a step-by-step guide.
Note: Removing budget owners will cancel their cards attached to the budget. To prevent this, Admin users should remove the card from the budget before removing the budget owner.
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