What is a Budget Owner?
Budget owners oversee spend on a specific budget. Only an Admin user can create a budget and set the budget owner.
A budget owner can be at any user level. As a budget owner, they own that specific budget. There is no limitation to how many budget owners are set per budget.
Budget owners can:
Add their team or other employees
Issue cards to themselves & budget members
Make transfers within the budget spend limit (If selected. Transfer rights per user are optional)
Approve claims associated with that budget
Budget owners cannot:
Edit the budget limit or frequency
Edit the name or purpose
Edit the source of funds
Only Admin users can do this.
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.
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.