Skip to main content

See who can use a budget and their remaining balances

Open the budget's details and select View All Members to see everyone who can spend it, what each person has left and their requests. To add or remove people, change the budget's groups.

S
Written by Sunil Sharma

Check who can spend a budget and how much each person has left, for example before approving a large request.

Before you start

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

Open the members list

  1. In the sidebar, select Manage › Budgets.

  2. Open the budget's menu (...) and select View Details. The budget opens in a new tab.

  3. In the Members section, select View All Members.

You'll see everyone in the budget's groups, with their Remaining Balance for this cycle, their Requests on this budget and who they Reports To.

Check one person's requests

  1. Select the person's request count, for example 1 request.

    The Members list with a member's request count highlighted
  2. In the Requests panel, open a request's menu (...) to view its details or history. If you're an owner of the budget, you can also Approve or Decline it here.

Good to know

Related articles

Did this answer your question?