Budgets and policies

Budgets and policies

Company organizations and teams have different guidelines for spending. By introducing budgeting with hard and soft rules around spending, controllers are able to encourage proper spending in a granular and automated way.

Budgets

Budgets

Budgets

A designated amount of money for specified group of employees to spend; most commonly allocated for stipends, work events, and team trips.

Policies

Policies

Policies

The set of rules accompanying a budget, with the ability to restrict or pre-approve certain types of spend (specifiable to merchants, categories, and amounts).

Updated 2023