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How do I create or request a budget?


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

Admins

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.

Note: If this budget is meant for other users, make sure to add Budget owners and Budget members.

Step 3: Click Submit.

Employees

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.

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Brex Empower

How do I create or request a budget?


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

Admins

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.

Note: If this budget is meant for other users, make sure to add Budget owners and Budget members.

Step 3: Click Submit.

Employees

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.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->
Open an account

Brex Empower

How do I create or request a budget?


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

Admins

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.

Note: If this budget is meant for other users, make sure to add Budget owners and Budget members.

Step 3: Click Submit.

Employees

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.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->