Top-up or reduce a budget

Admins and budget owners can quickly top-up or reduce the current available amount of any budget: here is a step-by-step guide.

Step 1

Navigate to the Budgets screen.

Step 2

Determine which budget you wish to top-up or reduce.

Step 3

Select the Top-up button on the far right, next to the current available balance.

Step 4

Select top-up to increase or reduce to decrease the current available balance.

Step 5

Enter the amount you wish to top-up or reduce the budget by.

Step 6

Enter a reason for your top-up or reduction ie. what it is for or why required.

Step 7

Select the orange top-up or reduce button and you're all set!

Still need help? Click here to get in touch with our friendly Support Team.