Manage Budgets

Create New Budget

The process to create a new budget by the following procedure.
Budget Name - Provide a budget name for the new budget.
Budget Description - A more extended description.
Link Award to Budget - One or more must be linked to these budgets.
Budget Validity - You can set a validity to a budget, beyond which the remaining budget retracts to the original budget.

Edit Budget

To edit the budgets click on the budget and click on
. Edit the details you want to edit, then click on SAVE.

Share Budget

Sharing a budget means sharing your points to other users for using them only to reward others. Users cannot use this for personal redemption.
When a budget owner shares a Special Purpose budget with other users, then the same budget is created with the same budget settings in their account.
The process to share a budget is as follows:
    1.
    Click on the budget you want to share.
    2.
    Click on the SHARE BUDGET button.
    3.
    Proceed to share the budget by selecting the user and points.
    4.
    For sharing the budget in bulk, a list of users and points separated by coma must be pasted in ADD USER IN BULK.

Request Fund/Top-up budget

A top-up for the General Purpose budget can be done only by requests from other users. A request to top up the General Purpose Budget is raised to other users, including Super Admin.
Add points in custom budgets from General Purpose Budget. When the budget owner.

Approve Budget Request

A notification will be received when a budget request has been raised. All such requests can be accessed from the Manage Budget option.

Delete Budget

Deleting the budget will revert your and other co-owners unutilized budgets to your General Purpose budget.
Last modified 7mo ago