When someone asks for funding from a budget you own, the request lands in your Inbox. You approve or decline it there.
Before you start
You need to be an owner of the budget the request is charged to. Admin access alone isn't enough.
If your Inbox never shows learning requests, your workspace may not use learning budgets. Ask your HowNow contact to turn them on.
Approve a request
In the sidebar, select Inbox. Pending requests are under Open.
Select the request, then check the Cost Breakdown. Within their available budget. means you can approve it, and After Approval shows what the person will have left.
Select Approve, then Approve again to confirm.
Note: You can't undo a decision. The requester is notified as soon as you confirm.
You'll see Request approved — moved to History. The cost comes off the person's balance straight away, and they're notified.
Decline a request
In the sidebar, select Inbox, then select the request.
Select Decline.
Add a Note explaining why, for example "We already have this book in the store library." It's optional, up to 300 characters, and the requester sees it with the decision.
Select Decline to confirm.
You'll see Request declined — moved to History.
Good to know
Any owner can decide. Every owner of the budget sees the request, and the first decision counts. History shows who approved or declined it.
Over-balance requests can't be approved. If you see Exceeds their available budget. Selecting Approve shows Not enough budget available and nothing changes. Decline it with a note.
You can't decide your own requests. Another owner of the budget has to.
From a budget instead: on the budget's Requests page, open a row's three-dot menu to find the same Approve and Decline options.