How to assign a budget to your Employee or Team?

Assigning budgets is an easy to control how much money your employees and teams can spend

Go to Employees and select the Team or Employee you want to assign budget to. Click Add Budget, select the period and category for the budget, then enter the monthly amount and click Save Changes.

 

 

You will be able to see all budgets assigned to your employee, edit and delete them here. If you want to see how much the employee or team spent for each category click on Expenses tab.