Managing Budgetly

Guides for admins on managing budgets, issuing cards, setting up Xero, controlling users, and tracking transactions.

Cards

Issue virtual and physical Visa cards, manage card details, freeze or cancel cards, and change budgets.

Add users, assign roles, manage preferences and security, reset passwords, and control ATM access.

Create, edit, and manage budgets — set spending limits, cycles, members, top-ups, and archiving.

Create and pay bills, set approval limits, manage your supplier directory, and use Buddy AI to process receipts and invoices automatically.

Edit transactions, export CSV reports, manage receipts and GST, understand limits and declines, and dispute unauthorised charges.

Approve or decline requests from users who need additional budget funds.

Connect Budgetly to Xero, sync transactions with receipts, map categories and tags, and configure sync settings.

Download monthly and custom date-range statements for your Spend Accounts.

View, filter, and manage in-app notifications — receipt reminders, money requests, approval updates, and more.

Manage company details, preferences, accounts, approvals, and your personal profile.

Manage your subscription, update payment details, view invoices, and understand your Budgetly billing.