What were once Top Up Cards are now Budgets!

This article will go through the feature, and explain how to create budgets for different teams, how to manage these budgets.

Creating a Budget

Making a new budget couldn't be easier! First, name the budget and give it an amount (This is optional as this can be topped up later).

Next, set the rules of the budget! This is the same rules you will have on any allowance cards you may have.

Do you require receipts? Happy for employees to request a reimbursement from the card? Decide here!

Finally, you can then decide who can have funds from this budget. If this is a budget that will be relevant to the whole company (An L&D Allowance, for example) then you can choose to give this budget to every employee.

If, however, the budget is for a specific team (An upcoming marketing social) then you can create a team. From this team, you can then choose a budget owner by starring their name in the list. (You can also change the budget owner should you ever need to, by moving the star to another member!)

Once you click Done, the budget is created!

Now to assign the funds, which you can learn more about here!

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