How to Move the Budget Member to Another Budget

Role: ✔ Admin, ✔ Team Manager, ✖ Employee

With this feature, you will be able to move a budget member to another team. This will be helpful if you have internal employee changes and want to adjust it quickly on your dashboard.

1. After logging in to your Spenmo dashboard, select 'Budgets' on the homepage.

2. Select the budget from which you want to move the member from.

3. Select the member that you want to move to another team. Click on the three dots in the "Action" column on their profile row and select ‘Move to Team’.

4. You will be brought to a pop-up to select a new team for the member. Once you’ve done, click ‘Continue’.

5. In the next step, we will inform you about the impacts that happen after you decide to move this member. If you agree with it, you can type MOVE in the field and click ‘Confirm’.

6. The member will be moved to the selected team.

Please fill in this form for any additional assistance required.