Topping up or deducting a budget
Go to Admin > People
Search for Employee name or Email address
Click on Employee profile
Click on the light blue Top-up / deduct money button
Click the Top-up or Deduct button accordingly
Enter the Amount you want to top up or deduct from the employee's budget
Add a Note to explain the reason for adjusting the employee's budget
Click on the green Top-up or Deduct button and you're done!
Removing a budget
Go to Admin > People
Search for Employee name or Email address
Click the Remove budget button and you're done!
Take a look at our helpful tutorial video on how you manage individual budgets:
Or click on the button below to take the tour and try it out yourself!
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