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Use the Budgets list to find a budget and open it. This guide is for MSP staff and for company users whose MSP has given them budget access.

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Before you start

  • You need the read_budgets permission, or write_budgets or manage_budgets, which include it. The Budgets item is missing from the sidebar without it. Ask your MSP admin to change your role.
  • MSP staff can pick a company in the top bar or use Global View to see every company they can access.
  • Company users see only their own company’s budgets.

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Find a budget

1

Open Budgets

Click Budgets in the sidebar. With one company selected, the page title reads Budgets: Company Name. In Global View it reads Budgets (Global View) and the table adds a Company column.
2

Filter by title

Type part of the name in the Filter… field under the Budget Title column heading.
3

Filter by year or status

Use the Year filter to pick a fiscal year. Use the Status filter to pick Draft, Pending Approval, Approved or Archived. The filters combine.
Budget Status options: All, Draft, Pending Approval, Approved and Archived.

The Status filter only changes which budgets the table shows. It does not change any budget's status.

4

Narrow by company in Global View

Use the Company column filter. If you click a company name in a row instead, the top-bar company selection changes to that company.
5

Clear the filters

Click Clear Filters to remove every table filter. This does not change the company selected in the top bar.
6

Page through the results

The table shows 20 budgets per page. Use Previous and Next below the table.

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Open a budget

1

Open the row menu

Click the … button at the end of the budget’s row.
2

Choose View

Click View. The Budget Details page opens on the Overview tab. Opening a budget never approves it.
Clicking the budget title works differently. If you can edit budgets, the title opens the editor. If you have read-only access, it opens Budget Details.

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Read the amounts in the list

The Total on the Overview tab includes rejected lines, so the two totals can differ. Neither is the yearly cost of recurring items. Use Monthly Breakdown for that. The budget’s status (Status column) and each line’s status are separate. An Approved budget can still hold Rejected or Pending lines.

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Troubleshooting

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Frequently asked questions

Yes. The Budget Title, Year, Status and Company filters all apply at once.
No. It clears table filters only. Change the company in the top bar separately.
No. The filter only changes which rows you see. Approving is a separate step that needs the manage_budgets permission.
Open Budgets in the sidebar, then use … then View on the budget row. If the module or a budget is missing, ask your MSP.