Budget Owners oversee spends on a specific budget. When creating a budget, an Admin user must assign a Budget Owner.
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 requests |
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.
To add a Budget Owner when creating a budget:
Refer to "How to Create a Budget" for a step-by-step guide. Budget Owners are assigned at Step 5 of the budget creation process.
To add a Budget Owner to an Existing Budget:
On your Aspire dashboard, click "Budgets" in the left navigation bar (web app) or "Menu" > "Budgets" (mobile app).
Select the budget you want to add an owner to.
Go to the "People" tab and click "Add Budget Owner".
Select the user from the list and click "Assign".
Important Note: Removing a Budget Owner will cancel their cards attached to the budget. To prevent this, remove the card from the budget before removing the Budget Owner.