Who can assign an expense to a Budget
Any user can assign an expense to a budget
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 of 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
Andres 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.