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Managing Budgetly
Getting started
Sign up and compliance
Banking
Managing Budgetly
Users
Cards
Budgets
Money requests
Transactions
Xero
Billing
Spending with Budgetly
Mobile app
My card
Spending
Frequently asked questions
Product updates
Security
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Help Centre
Managing Budgetly
Getting started
Sign up and compliance
Banking
Managing Budgetly
Users
Cards
Budgets
Money requests
Transactions
Xero
Billing
Spending with Budgetly
Mobile app
My card
Spending
Frequently asked questions
Product updates
Security
Managing Budgetly
Guides for Admins.
Intro to Users, Cards and Budgets
Creating categories and tags
Automated GST extraction
Action logs
Users
Understanding user roles in Budgetly
How to add or invite a user
Reset a user's password
Making a user inactive
Enabling and disabling ATM withdrawal
Switch company
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Cards
How to issue a card
Cancel a card
What is a virtual card?
Budgets
Create a budget
Edit a budget
Top-up or reduce a budget
Archive a budget
User top-ups
Budget cycles
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Money requests
Approving and denying money requests
Transactions
Understanding transaction limitations in Budgetly
How to dispute a transaction
Declined transactions
Edit a transaction
Export CSV of transactions
Protecting yourself against fraudulent card transactions
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Xero
Using the Xero Integration
Connecting Budgetly to your Xero account
Data flow between Budgetly and Xero
Update tags from Xero
Editing categories & tags with Xero integration
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Billing
Where can I find my invoice?
Where can I update my billing details?
Understanding your invoice
