Choose who approves budgets

Do this before your first budget run, so every team's budget goes to the right person.

You need access to budget settings — ask your Flowstate admin.

Where: Settings → Finance → Budget Workflow

Choose who approves each team's budget

1. Under Approval mode, choose one:
   • Parent-team Manager — each team's budget goes to the manager of the team above. Choose this when your team tree matches who signs off budgets. Every level needs a manager with a Flowstate account.
   • Specific People — every team's budget goes to the people you name. Choose this when a small finance group reviews every budget.
2. For Specific People, select Add Approver and choose each person.
3. Select Save Configuration.

Either way, a top-level team's budget is approved by the person who started the run.

Choose who can send back or undo an approval

A team's approver and your budget admins can send back a submitted budget or undo an approval. To let only budget admins do it, tick Restrict un-merging of plans to budget admins and save.

Budget admins come from roles, not from this page. People with the built-in Financial Manager or Config Admin role are budget admins, and can change, submit, approve, send back or undo any team's budget. See Roles and permissions.

Choose who can accept the budget

Under Financial Approvers, select Add Approver and choose the people who can accept a budget and approve mid-year changes. Then save.

• Add only people whose sign-off you'd accept on its own — any one of them can accept.
• Leave the list empty to let anyone whose role allows it accept.

Set your fiscal year

Where: Settings → Finance → Frameworks & Fiscal Year, under Fiscal Year.

Your fiscal year decides which years you can start a budget run for — the current one and the next two — and how budget versions are labelled, for example 2025/26. Set it before your first run. See Organisation basics.