Budget Closure Guide for Managers

Modified on Wed, 12 Mar, 2025 at 12:45 PM

The administrator and the manager of the Expensya Card holder have the ability to close approved budgets that are no longer required by the card holder. 

Managers close budgets: 

To close one approved budget, you can follow the following steps: 

  1. Connect to Expensya web application and access to the Manager menu, select Budgets tab then Approved budget status. 
  2. Select a budget and click on Close this budget button, which will trigger a modal where you can provide a closure reason. 

Warning: Once the budget has been closed, the card holder can no longer use it. 

 

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