Request and verify project budget

Create the request

1. 01

   1Open the project’s Budget area and choose New request.

2. 02

   2Enter a positive amount, purpose, and payment details if needed.

3. 03

   3Select Money already spent when requesting reimbursement and attach expense receipts. Otherwise, leave it unchecked.

4. 04

   4Submit the request for review.

Approval order

Finance always reviews. Requests at or above the workspace threshold require Organization approval first. Finance approval of an advance also requires proof that the full approved amount was transferred.

Submit spending evidence

For an advance, submit actual spending and receipts. Return unused funds using the instructions saved with the request and attach proof of the return payment. Reimbursement for overspending, when chosen, requires proof of transfer from Finance.

Corrections and audit history

Every rejection requires a comment and supports correction and resubmission. Evidence stays private to the Project Lead and authorized Organization/Finance reviewers, and decisions remain in the request history for audit.