Managing your budget allows you to fund your company and allocate rewards to programs efficiently. This ensures that programs remain active, researchers are properly rewarded, and your overall spend is controlled.
⚙️Roles: Company Admin
Add company budget
Go to Admin > Budget.
Click Expand budget.
Enter the amount you want to add to your company account.
Enter all pertinent information necessary for the our finance team to generate invoices efficiently, including details like the Purchase Order (PO) number.
Click Confirm.
The added budget becomes immediately available for allocation to your programs and you will receive an invoice, according to your contract with Intigriti.
Allocate budget to programs
Go to Admin > Budget.
Click Reallocate budget.
Select the program you want to allocate budget to.
Enter the amount you want to allocate to the program.
Click Confirm.
💡Note: Allocate budget to your programs in a timely manner by setting up a low budget notification. To do this, go to Admin > Budget, open the kebab menu next to the program’s budget, click the Low Budget Notification option, and set the desired threshold. This alerts company administrators when a program's budget falls below the configured amount.
Best practices
Include PO numbers when applicable to maintain accounting and audit compliance.
Set a low budget notification for your programs allowing you to replenish funds in time.
Review program budgets regularly to maintain transparency and control.
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