Budgets

In Devote, tracking and managing budgets is a seamless process. To view and manage budgets efficiently, follow these steps: 1. Access the Dashboard: Log in to your Devote account and navigate to the dashboard. Here, you will find an overview of your organization's financial activity…

In Devote, tracking and managing budgets is a seamless process. To create new budgets efficiently, follow these steps:
1. Access the Dashboard: Log in to your Devote account and navigate to the dashboard. Here, you will find an overview of your…

How you organize your budgets depends on each organization’s unique needs. The budgets within Devote are built as a hierarchy with the employee budgets being built upon the team budgets. The team budgets are then built upon the organization…

In Devote, tracking and managing budgets is a seamless process. To create new budgets efficiently, follow these steps:
1. Access the Dashboard: Log in to your Devote account and navigate to the dashboard. Here, you will find an overview of your…

In Devote, adding users to a budget is simple.
1. Access the Dashboard: Log in to your Devote account and navigate to the dashboard. Here, you will find an overview of your…

Yes. Cash budgets are separated from card budgets. They are both found on the “Budgets” tab in the main navigation bar. Card budgets are tied to a specific employee and their Devote card. Cash Balances are the easiest way to stay up to date on the amount of cash…