Budgets
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      How do I make adjustments to my budgets?

      Managing your approvers in ProcurementExpress.com is very easy. There are two ways to manage your budget approvers

      Note: To do this you will need to have the "Company Admin" or "Finance" user role.

      Editing budgets one at a time:

      1. Go to the "Budgets" option in the top menu-bar
      2. Go to the Budget you would like to edit
      3. Click on “Edit Budgets”
      4. Scroll down to the Approvers category
      5. By making use of the checkboxes, select the approvers that you want to allocate to the budget.
      6. Remember to save any changes you have made

      Multiple Budgets (CSV File Using MS Excel or Google Sheets):

      1. Go to the Budgets option in the top menu-bar
      2. Click on "Actions" Followed by "Export Budgets" (This may differ depending on what your budget alias is configured as)
      3. Click on the “Download” button in the Green bar that displays at the top.
      4. Open the downloaded file in the program of choice, such as MS Excel or Google Sheets.
      5. In the CSV file edit the email addresses in the approver column separating multiple values using a comma (,) This is where you edit the approvers.
      6. Export the edited document as a saved new CSV file.
      7. Head back to ProcurementExpress.com, click on the “Import Budgets” option.
      8. Drag and drop the CSV file you just downloaded, onto the “Choose File” button and click on “Upload”.
      9. After the app has processed your file, you will be presented by a preview screen. Here you can do a few last-minute spot checks to make sure that all data seems correct, if all data seems to be in order, you can proceed on to click “Import”.

      Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.