Permissions
You will require an Access Role with the following permissions:
- User Management (Budget Holders)
- Navigate from the Home page to Administrative Settings | User Management | Budget Holders. This will display a list of any existing budget holders which have been created.
- Click New Budget Holder from the Page Options menu.
- Alternatively, you can do the following:
Action Description Edit Click 
to edit an existing budget holder.Delete Click 
to delete an existing budget holder.
- Alternatively, you can do the following:
- Complete the following details:
General Details Description Label* Enter the label for the budget holder. For example, this could be "Head of Finance" so that it is easier to identify than the employee's name. Employee Responsible* Type to search for an employee within Assure Expenses. Relevant search results will appear after typing three characters. Description Describe the purpose of the budget holder and add any other relevant information which will help users differentiate this budget holder from others which have been created. - Click Save.
to edit an existing budget holder.
to delete an existing budget holder.
