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?
The following article pertains to Legacy Budgets. See this article for how to identify which version of budgets your domain is currently using. If you wish to upgrade from Legacy Budgets to our new Budgets, please reach out to a Procurify representative.
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, only Approvers that are assigned to specific Locations and Departments within the Approval Routing will be able to see the Budgets Overview within the Dashboard. They will be limited to see only 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.
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 orange 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.