Quick Answer: Budget Requests

Budget Requests run multi-level approvals from draft to final with ties to actual spending so program leaders request dollars with a clear audit trail for the board. Approvers see history, comments, and status without email chains.

Available on Plus, Pro, and Enterprise in the Tools hub Planning group. Approved requests inform Annual Budget Planning lines and variance reviews in Comparative Report. Pro adds deeper close and compliance tooling around year-end.

Plus or above.

Exports support PDF and Excel on most reports and operational tools for board packets and CPA handoffs. Star favorites in the Reports or Tools hub so recurring workflows stay one click away. Drill-down drawers connect statement lines to ledger detail when you need to explain variances in meetings without rebuilding pivot tables externally.

Budget Requests

Multi-level budget requests with approval status and audit trail.

Statuses

Draft, submitted, in review, approved, rejected, final
Comments and attachment support
Linkage to budget vs actual views

Good to Know

Plus or above.

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