-
Notifications
You must be signed in to change notification settings - Fork 2.9k
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Merge branch 'main' into wave8/create-a-workspace-card
- Loading branch information
Showing
238 changed files
with
5,279 additions
and
3,788 deletions.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Binary file not shown.
Binary file not shown.
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Some generated files are not rendered by default. Learn more about how customized files appear on GitHub.
Oops, something went wrong.
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
56 changes: 56 additions & 0 deletions
56
docs/articles/expensify-classic/workspace-and-domain-settings/Budgets.md
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,56 @@ | ||
--- | ||
title: Budgets | ||
description: Track employee spending across categories and tags by using Expensify's Budgets feature. | ||
--- | ||
|
||
# About | ||
Expensify’s Budgets feature allows you to: | ||
- Set monthly and yearly budgets | ||
- Track spending across categories and tags on an individual and workspace basis | ||
- Get notified when a budget has met specific thresholds | ||
|
||
# How-to | ||
## Category Budgets | ||
1. Navigate to **Settings > Group > [Workspace Name] > Categories** | ||
2. Click the **Edit Rules** button for the category you want to add a budget to | ||
3. Select the **Budget** tab at the top of the modal that opens | ||
4. Click the switch next to **Enable Budget** | ||
5. Once enabled, you will see additional settings to configure: | ||
- **Budget frequency**: you can select if you want this to be a monthly or a yearly budget | ||
- **Total workspace budget**: you can enter an amount if you want to set a budget for the entire workspace | ||
- **Per individual budget**: you can enter an amount if you want to set a budget per person | ||
- **Notification threshold** - this is the % in which you will be notified as the budgets are hit | ||
|
||
## Single-level Tag Budgets | ||
1. Navigate to **Settings > Group > [Workspace Name] > Tags** | ||
2. Click **Edit Budget** next to the tag you want to add a budget to | ||
3. Click the switch next to **Enable Budget** | ||
4. Once enabled, you will see additional settings to configure: | ||
- **Budget frequency**: you can select if you want this to be a monthly or a yearly budget | ||
- **Total workspace budget**: you can enter an amount if you want to set a budget for the entire workspace | ||
- **Per individual budget**: you can enter an amount if you want to set a budget per person | ||
- **Notification threshold** - this is the % in which you will be notified as the budgets are hit | ||
|
||
## Multi-level Tag Budgets | ||
1. Navigate to **Settings > Group > [Workspace Name] > Tags** | ||
2. Click the **Edit Tags** button | ||
3. Click the **Edit Budget** button next to the subtag you want to apply a budget to | ||
4. Click the switch next to **Enable Budget** | ||
5. Once enabled, you will see additional settings to configure: | ||
- **Budget frequency**: you can select if you want this to be a monthly or a yearly budget | ||
- **Total workspace budget**: you can enter an amount if you want to set a budget for the entire workspace | ||
- **Per individual budget**: you can enter an amount if you want to set a budget per person | ||
- **Notification threshold** - this is the % in which you will be notified as the budgets are hit | ||
|
||
# FAQ | ||
## Can I import budgets as a CSV? | ||
At this time, you cannot import budgets via CSV since we don’t import categories or tags from direct accounting integrations. | ||
|
||
## When will I be notified as a budget is hit? | ||
Notifications are sent twice: | ||
- When your notification threshold is hit (i.e, if you set this as 50%, you’ll be notified when 50% of the budget is met) | ||
- When 100% of the budget is met | ||
|
||
## How will I be notified when a budget is hit? | ||
A message will be sent in the #admins room of the Workspace. | ||
|
Oops, something went wrong.