Configure Budget Management

Learn how to configure Budget Management features in your organization's account.

Configure Budget Management

Have confidence in your purchasing process by setting budgets for your buying groups. As an account administrator, you can create single or multiple budgets for each group or department. Set up funding through the Billing and Shipping settings by choosing either a Budget or Blanket PO.

Creating a budget:
 

1. Enter the budget name or PO number
2. Set the total amount
3. Choose start and end dates
4. Add a note to help users select the right budget (optional)
5. Choose if users can see their remaining balance
    

After creating your budget, allocate funds to users through the budget detail page. You can assign funds individually by searching for specific users by their name or email address, then entering their allocated amount. For larger groups, save time by using the bulk assign feature to add funds for all users in a group at once.

To help users manage their spending, you can enable balance visibility during checkout. This feature lets users see their remaining funds and receive alerts when their balance is running low. Simply check the box under the Amount section and set your preferred alert threshold.

As an administrator, you have the flexibility to manage multiple budgets simultaneously. Download your current budgets, make bulk edits, or upload new budgets to efficiently maintain your systems.