Budget reservations immediately deduct all future amounts from a budget. Put some budget aside for the future so you're never short of money to pay your mobility expenses. Avoid unpleasant surprises later in the year 😲
Some examples of how people are using reservations:
Anticipating future leasing invoices
Reserving budget for your housing rent
How to reserve future recurring expenses
Click on Add expense
Select Recurring expense
Add your title and first execution date
Tick "Yes" under Reserve future expenses
☝️ Attention: leasing invoices most often don't need to be reimbursed to the employee. So don't forget to select the option non reimbursableClick on Save. This directly deducts all future expenses from the budget and avoids overspending. You can always edit the individual expenses later if the expected amount was different from the real amount
How to check your reserved amounts
Go to your profile (if you're an admin, go to an employee's profile)
Click on Budgets. You will see your Reserved budget. This is the sum of all future recurring expenses with reservations. They are already deducted from your remaining budget. But if you spend less in reality, you will free up reserved budget again
If you have no active reservations, then nothing will be displayed
