Budget Management

Teampay can help with budget management by giving users the ability to see cash (vs GAAP) expenses related to budgets, in real-time.

You should follow your organizations’ procedures for checking budgets and then utilize Teampay to easily see how much has been spent by category. An example of this would be filtering for expenses that are tied to the Marketing department budget.

1. You can start by navigating to Teampay.co/dashboard
2. Navigate to your Teampay ‘Transactions’ tab
3. Then, filter for the Marketing department in the category

Once you’ve filtered for the Marketing department, you can review each of your monthly transactions to ensure they were coded properly by your team. This prevents syncing over transaction data to the incorrect category.

Next, you can export your Teampay monthly transactions. For more information on how to do this go here.

Once you’ve exported your transactions - you can sort by the vendor and calculate total spend by each respective department.