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ποΈ Delete a Member from a Team Budget
Overview You can remove a member from a Team Budget at any time. This helps keep access and spending permissions up to date as your team structure changes. π§ Steps to Delete a Member Go to Team Budgets from the navigation bar. Select the budget you ...
What Can I Do as a Team Budget Manager?
π§ Overview As a Team Budget Manager, you are responsible for managing all activity related to your teamβs budget. This includes adding and removing members, managing spend, and ensuring that transactions follow company policies. π€ Who can do this? ...
π° Creating a Team Budget in SiFi
Overview Team Budgets help your company organize spending by project, department, vendor, or initiative β giving managers better visibility and control over expenses. Each Team Budget can be created as either a Virtual Budget (draws from your main ...
πΌ Exporting Budget Transactions
SiFi allows you to easily export all your Budget Transactions for reporting, review, or reconciliation purposes. You can generate a CSV file directly from the platform with full transaction details β filtered exactly how you want. π₯ Steps to Export ...