Budget Requests

Budget Requests

Budget Requests provide a structured workflow for submitting and approving spending requests. Staff can propose expenses, and managers can review and approve them before any money is spent.

How It Works

1. A team member creates a budget request with amount, category, and justification
2. The request is submitted for review
3. Managers review and approve, reject, or request changes
4. Approved requests can be tied to actual expenses for tracking

Multi-Level Approval

Set up approval chains so larger requests require additional sign-off. For example, requests under $500 need one approver, while requests over $500 need two.

Budget vs. Actual

Once approved, tie budget requests to actual expenses to track how closely spending matches what was planned.