Brex Empower

How do I create, request, or update a budget?


Admins can create new budgets for both themselves or other users within the Brex dashboard. Although employees can't create their own budget, they can put in a budget request for an admin to review.

Creating a budget

Step 1: Under Budgets, click Create a new budget at the top right.

Step 2: Add your budget’s details, including a name, purpose, and parent budget. If this budget is meant for other users, make sure to add Budget owners and Budget members.

Note: Depending on what sort of visibility settings you want in place, you can check or uncheck Allow members to view each other’s expenses. This determines whether employees can see the other budget members' expenses, or if it’s restricted to admins and assigned employees.

Step 3: Click Submit.

Following this, a popup window will appear asking if you’d like to Undo the budget creation. You’ll have 6 seconds to click this option, if you need to adjust the budget for any reason.

Requesting a budget

Step 1: At the top right of your dashboard, navigate to New request > New budget.

Step 2: Add your budget’s details, including a name, purpose, and parent budget.

Step 3: Click Submit.

Deleting or closing a budget

Budget owners and controllers can delete budgets from their dashboard. Affected budgets will have differentiated visibility in the dashboard and they will not accept more card transactions. Budget owners and members will receive notifications when the budget is deleted/terminated.

Step 1: Under Budgets, click the 3 dots.

Step 2: Select the action you’d like to take:

  • Close: The budget will remain visible on your admin dashboard.

  • Delete: The budget will be permanently deleted from your admin dashboard.

Note: These actions can't be undone and members can no longer spend or request reimbursements from these budgets.

CX -Budget Requests 02


Moving a budget

Controllers have the ability to reassign a given budget’s parent budget from their dashboard.

Step 1: Under Budgets, click the 3 dots.

Step 2: Select Move budget.

CX - Budget Request 01

Step 3: Select the new parent budget you’d like to assign.

Step 4: Click Confirm.

Note: Budgets can only be reassigned to a different budget whose limits, restrictions, and policies are aligned. For example, you wouldn’t be able to move a budget that would exceed the hard limit of the new parent budget. Or, if the budget restricts purchases that fall into the Gas & Fuel category, you can't move the budget to one that allows transactions at a gas station.



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