How to add Budget Rules

How to add Budget Rules

Navigating to the Budget Rules

Budget Rules can be set only by the Admin Users. 
Budget Rules can be set by admin users to monitor and limit expenses submitted by users against the required criteria's such as types of expenses, categories, departments etc.
  1. Click on the hamburger menu button on the top right of the screen and choose the Organization Account option.
  2. From the Organization Accounts screen choose Budget Rules.


Warning Rules

Warning rules are used to display warnings for the reports when the expenses are not matching the criteria's set for the policy. In the case of a warning rule, the user will still be allowed to submit the reports even though the warning rule is displayed.
  1. From the Budget Rules screen, click on Create New Rule button against the Warning Rules section to create a new warning rule.

  1. Configure the required rule criteria by choosing the required options.
  2. Click on Create Warning Rule button to create the warning rule as per the set criteria.

  1. Upon successful creation of the warning rule, the criteria will be displayed below the warning rules section in the budget rules screen.


A sample of the warning displayed during the submission of a report is attached below.


Blocking Rules

Blocking rules are used to block the users from submitting the reports when the expenses are not matching the criteria's set for the policy as per the budget rules. 
  1. From the Budget Rules screen, click on Create New Rule button against the Blocking Rules section to create a new blocking rule.

  1. Configure the required rule criteria by choosing the required options.
  2. Click on Create Blocking Rule button to create the blocking rule as per the set criteria.

  1. Upon successful creation of the blocking rule, the criteria will be displayed below the warning rules section in the budget rules screen.


A sample of a report that is blocked due to the blocking rule is attached below.


    • Related Articles

    • How to add Expense Rules

      Navigating to the Expense Rules Expense Rules can be set only by the Admin Users.  Expense Rules can be set by the admin users to regulate the expense submissions by users against the requirements such as supporting bills or notes. It can be also ...
    • How to Add a Receipt

      Navigating to Receipts From the Dashboard, click on the Receipts option in the navigation bar on the top of the screen. Adding the Receipts Click on the Add Receipt button to add the receipts. Receipts could be added in pdf or jpeg formats.  Click on ...
    • How to Add an Expense

      Navigating to Expenses From the Dashboard, click on the Expenses option in the navigation bar on the top of the screen. Adding an Expense Click on the New Expenses button to add your expenses. Adding a Cash Expense Choose the Cash tab in the New ...
    • How to Create an Expense Report

      Navigating to Reports From the Dashboard, click on the Reports option in the navigation bar on the top of the screen. Creating an Expense Report Click on the New Report button to create a Report. Adding Expenses to the Report While creating a Report, ...
    • How to Approve a Report by Taking Control

      Navigating to the Admin View The Admin can Take Control to Approve, Reject or Edit any reports submitted within the company. Choose the Admin option from the Navigation bar at the top of the screen and select Reports from the drop-down menu. Taking ...