Question:
Can I grant visibility to departmental budgets?
Unable to View Budgets
Department Budgets Overview
How to Assign User Access to Departmental Budgets
Who can see budgets?
How to grant Reports Access for budget visibility?
How to assign custom roles for budget permissions?
In this article, we refer to “Location” and “Department”. Your domain may have different labels due to custom organizational categories. Learn more here.
Answer:
By default, budget visibility in Procurify is limited to Superusers, Approvers assigned to specific Locations and Departments within the Approval Routing, and users with a custom role that includes the Budgets “View” permission. Approvers will only see the Budgets for the Departments/Locations they are set as Approvers for. To add a user to an Approval Group, view the steps listed below.
Additionally, Procurify offers a Requester Budget Visibility feature that provides all requesters within the domain with an overview of budgets directly on their dashboard. This feature is domain-wide and cannot be restricted to specific users or departments.
How to add a user to an Approval Group:
Select Settings on the left-hand navigation bar.
Select Manage Approval Routing.
Select either the Request, Bills or Payments tab on the left-hand side
Choose the applicable Approval Routing Group
Then, select the Add User to Group or Add Approver on the far right side of the page.
Select the Level, select the Approver, and enter a threshold if necessary.
Finally, select Add.
Assigning Custom Roles for Budget Permissions
If you need to enable budget visibility through custom roles, you can assign the Budgets “View” permission to a user. Here’s how:
Go to Settings > Manage Users.
Select the user’s name from the list.
Choose Customize Permissions.
Assign a custom role that includes the Budgets “View” permission.
Steps to Grant Access to Non-Approvers
To allow non-approver users to view department budgets, follow these steps:
Navigate to Settings > Manage Access > Reports Access.
Select the users who should have budget visibility.
Assign access for the specific departments they need to view.
Understanding the Requester Budget Visibility Feature
The Requester Budget Visibility feature in Procurify is designed to provide requesters with an overview of budgets directly on their dashboard. This feature enhances transparency and ensures that requesters are aware of budget constraints when submitting requests. However, it is important to note that this feature applies universally to all requesters in the domain and cannot be limited to specific individuals or departments.
Additional Information:
The Requester Budget Visibility feature provides domain-wide access to budget overviews for all requesters, but it cannot be customized for individual users or departments.
Visibility aligns with what a user can request for within their assigned departments or locations.
Superusers and Approvers automatically have access to view budgets.
Custom roles provide flexibility for granting specific permissions, such as budget visibility, to users who do not fall under the default categories.