Who can assign and remove expenses from a Budget
Any user can assign or remove an expense.
How to assign an expense to a Budget
Card transactions, invoices and reimbursements can be assigned to budgets in two ways:
1. Automatically
When a team is associated with a budget, all the card transactions, invoices and reimbursements made by members of that team will automatically be debited from that budget. These can be manually removed.
Example: Andrea is assigned to the team Marketing in Moss. There is a monthly budget of 50k assigned to the Marketing team.
Andrea makes a payment with one of her Moss cards
Andrea submits an invoice
Andrea submits a reimbursement request
All three expenses are automatically assigned to the budget "Marketing".
When a cost centre is associated with a budget, all card transactions, invoices and reimbursements categorised with that cost centre will automatically be debited from that budget. These can be manually removed.
2. Manually
Any expenses can be manually associated with a budget by selecting the relevant budget when reviewing the expense. Go to the expense you want to add (card transaction, invoice, reimbursement, purchase request), click on the expense and add it to a budget.
How to remove an expense from a Budget
If an expense was assigned to a budget and you no longer want it to be deducted from that budget, you can easily remove.
Option 1: In the budget settings
You will see a 'Spent' and 'Upcoming' section in the budget drawer. There you can remove expenses form the budget, by hovering over an expense and clicking on the 'x'.
Option 2: In the expense settings
You will see a Budgets section in each expense drawer. Here you can remove any assigned budget. Click on the x icon when you hover on the budget you want to remove.