To make budget tracking effective, all spend activity must be tagged to the correct budget.
Pluto allows you to tag the following types of transactions:
Card Transactions: Any payment made through a Pluto-issued card can be tagged by the spender at the time of submission.
Reimbursements: Employee-submitted expense claims can be linked to the relevant budget, especially when personal funds were used.
To assign a card transaction to a specific budget, please follow the steps below:
Navigate to the Cards section.
Select My Transactions from the drop-down list.
Select the transaction you wish to assign.
Scroll down until you find the Budget field.
Select the budget and click on save.
To assign a reimbursement expense to a specific budget, please follow the steps below:
Navigate to the Reimbursements section.
Select Draft Expenses from the drop-down list.
Scroll down until you find the Budget field.
Select the budget and click on save.