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Send budget approval emails to finance

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Written by Sunil Sharma

Copy a budget's approval emails to a shared inbox, such as your finance or purchasing team, so they can book or pay for approved learning. The people at these addresses don't need a HowNow account.

Before you start

  • You need Admin access, or Manager access as an owner of the budget.

  • The Forwarding Address field appears only if HowNow has turned on email forwarding for your workspace. If you don't see it, ask your HowNow contact.

Add a forwarding address

  1. In the sidebar, select Manage › Budgets.

  2. Select Add Budget for a new budget. For an existing one, select … (Budget actions) on its row, then Edit Budget.

  3. Under Forwarding Address, type an email address and press Enter. Repeat for up to five addresses.

    Note: Once anyone has raised a request on the budget, you can't add or remove addresses. If you must change them later, create a new budget.

  4. Fill in or check the other fields, then select Add Budget or Save Changes.

From then on, each address gets a copy of the email the requester receives when a request or top-up on this budget is approved.

Good to know

  • Approvals only. Forwarded addresses don't get new request, declined or cancelled emails, and they get no in-app notifications.

  • Changes are logged. Adding or removing an address appears in the budget's history.

  • Use a shared mailbox (for example, learning-finance@yourcompany.com) rather than one person's address, so approvals aren't missed when someone leaves.

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