How to manage money requests

Users can request additional funds via Budgetly. This guide explains how admins and budget owners can approve or deny these requests. When a request is made, an email is sent to the budget owner and any admin assigned to that budget. If no owner or admin is assigned, all admins will receive the email.

Before you get started

It’s important to understand who can approve money requests in Budgetly, as it depends on how the request impacts the budget's current available balance.

• Only admin users can approve money requests that increase the budget’s current available balance.
• Budget owners can approve requests only if they do not increase the budget's current available balance.

Key rules to remember:

1. If a budget has no user limits, all money requests will increase the budget’s available balance, so only admins can approve them.
2. If a budget has user limits, budget owners can approve a request only if it stays within the budget’s existing available balance.

Example:

Budget's available balance: $100

• User A limit: $50
• User B limit: $50

If User A requests an additional $50, a budget owner can approve it (available balance is still $100).
If User B then requests an additional $20, only an admin can approve it, as this would increase the available balance to $120.

How to approve or decline a money request

To open the money request, either click 'Open Budgetly' in the email you received, or from the Dashboard in Budgetly, look to the Awaiting approval section.

Review the money request. Click the Decline or Approve button. Done! The user will receive an email notification regarding the outcome.