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Help Centre
Managing Budgetly
Managing Budgetly
Guides for Admins.
Intro to Users, Cards and Budgets
How to create categories and tags
Automated GST extraction
Action logs
Users
Understanding user roles in Budgetly
How to add or invite a user
How to 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
How to manage cards
Budgetly card upgrades
Budgets
Create a budget
Edit a budget
Top-up or reduce a budget
How to archive a budget
User top-ups
Budget cycles
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Money requests
How to manage money requests
Transactions
Understanding transaction limitations in Budgetly
How to dispute a transaction
Understanding 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
Inbox
Understanding the inbox
Billing
Where can I find my invoice?
Where can I update my billing details?
Understanding your invoice
![budgetly.svg]](https://help.budgetly.com.au/hubfs/budgetly.svg)