Managing Budgetly
Guides for admins on managing budgets, issuing cards, setting up Xero, controlling users, and tracking transactions.
Users
- Enabling and disabling ATM withdrawal
- How to reset a user's password
- Understanding user roles in Budgetly
- How to add or invite a user
- Understanding user roles and permissions
Bills & Suppliers
Create, approve, and pay bills. Manage your supplier directory.
- How to create and pay a bill
- How to set up bill approval workflows
- How to manage suppliers
- How to use Buddy AI to process receipts and bills
Transactions
- Edit a transaction
- Understanding receipt checks and GST extraction
- How to use tags on transactions
- How to handle transactions missing a category
- Understanding declined transactions
Xero
- Update tags from Xero
- Data flow between Budgetly and Xero
- Editing categories & tags with Xero integration
- How to configure Xero sync settings
- Connecting Budgetly to your Xero account
Company Settings
Manage your company details, delivery addresses, and preferences.
- How to update your company details and addresses
- How to configure company preferences
- Understanding your Accounts page
- How to review and approve pending items