How to view, edit, and delete an employee expense budget

Step by Step Guide:

View an employee expense budget.

1. Select MANAGE > Expense Claims

2. Click Employee Expense Summary

3. Click Employee Expense Budgets.

4. Use the Filters to narrow down your search, or scroll through the list of ID Keys.

Edit an employee expense budget.

5. Select MANAGE > Expense Claims

6. Click Employee Expense Summary

7. Click Employee Expense Budgets

8. Use the Filters to narrow down your search, or scroll through the list of ID Keys.

Click on an ID Key to manage an employee expense budget.

9. Edit the fields that need updates:

• Office - Specifies the office location associated with the budget.
• From Date / To Date - Defines the time period for the budget allocation.
• Amount - The total budgeted amount for the specified period.
• ID Key - A unique identifier used to manage and track individual expense budgets.

10. Click Save.

Delete an employee expense budget.

11. Select MANAGE > Expense Claims

12. Click Employee Expense Summary.

13. Click Employee Expense Budgets.

14. Use the Filters to narrow down your search, or scroll through the list of ID Keys.

Click the box next to the ID Key you want to delete.

15. Click Delete.

A pop-up message will display on the bottom of the page confirming the deletion.