Topping up or deducting a budget

  1. Go to Admin > People

  2. Search for Employee name or Email address

  3. Click on Employee profile

  4. Click on the light blue Top-up / deduct money button

  5. Click the Top-up or Deduct button accordingly

  6. Enter the Amount you want to top up or deduct from the employee's budget

  7. Add a Note to explain the reason for adjusting the employee's budget

  8. Click on the green Top-up or Deduct button and you're done!

Removing a budget

  1. Go to Admin > People

  2. Search for Employee name or Email address

  3. Click the Remove budget button and you're done!

Take a look at our helpful tutorial video on how you manage individual budgets:

You can also take a look at our helpful tutorial video on how you bulk-add budgets:


Or click on the button below to take the tour and try it out yourself!

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