Budget Manager
The following is a summary of how Budget Manager works and what your customers will need to do to set it up within Travel Analytics.
Important: The Budget Manager feature is only visible to your customers. This is to ensure customers budget data remains confidential. TMCs cannot view this feature unless the customer grants you permission to do so.
Budget Manager
The first step to set up Budget Manager is to navigate to the Budgets dashboard within the Subscriptions module.
If the customer isn't set up, the following message will display requesting they define the fiscal year for the organisation. To do this, the customer needs to click on the Settings link (shown above) to open the settings page.
Set Up the Fiscal Year
Click on the edit link to open the Edit organisation form.
Set the Fiscal Year by clicking into the text box and selecting one for the available options. 
Note: The industry type will need to be entered if this field is blank.
Click Save.
Set the Budget
There are two methods to set up your budgets. The first is to use the autofill method, and the second is to manually add each budget amount.
Autofill Method
Clicking on the Auto-fill budget button at the bottom of the table will automatically populate the budget based on data from the previous 12 months plus a 5% increase (rounding up to the nearest $1000). 5% is a conservative number as travel budgets have increased between 5.5 to 7.5% year on year for the past 20 years.
To adjust the amounts, simply click into the budget amount and make the necessary updates.
Click Save.
Manual Method
The second method is to manually add an amount for each budget. To do this, simply click into the budget text box corresponding to the relevant cost centre and enter an amount.
Budget Dashboard Display
Now the budgets have been set, the dashboard will refresh to display how the organisation expenditure is tracking against the budgets set up in the application as shown below. The current spend is from the start of the Fiscal Year to the current date. The Budgeted Spend is a sum of all the budgets set within the application.
Setting Alerts
Customers can set alerts to notify stakeholders when expenditure reaches a certain threshold. Alerts are set by individual cost centres. Alerts are sent by email advising the customer their expenditure has reached the expenditure threshold set up within the application.
To set an alert, click on the bell icon corresponding to the cost centre within the table. This will open a notification form.
Click the Add button to add a user. This will open the add notification form.
Select a Recipient by clicking into the Recipient selection box and select a recipient from the list.
Note: Recipients need to be a subscriber to appear within the list (for security reasons). If a Recipients isn’t on the list, the customer will need to contact the TMC and request they be added.
Select the Threshold by dragging the slider to the required percentage. This is the percentage of expenditure (against the budget) that will trigger an email alert to the Recipient.
Click OK to Save the changes.
Add, Edit or Delete a Notification
Users can add as many notifications they require. For example, the user might want to set alerts when the threshold hits 75, 90 and 100%. They do this by repeating the above steps. Any alerts set-up by the user will appear in the table below. Alerts can be changed or modified by clicking on the edit or delete links.
Feedback and Comments
If you have any feedback or comments about this new feature, please email support at support@travelanalytics.com.au.