Budget Lines are allotments of funding that will be used to reimburse claims. Budget Lines (BL) may be broken out by:
This type of BL has its monies tied to individual partner accounts. Adding/subtracting from these accounts may be done by file upload or by manual credit/debit.
When doing a file upload, you can subtract from a partner's BL balance, by including a negative number in the file template (i.e. -500).
When making a manual edit, a useful bit of functionality is the List All partners feature.
This type of BL has its monies tied to accounts that have a specific theme or focus in mind. For example, there may be a new product launch, Widgets, that has marketing monies associated. Using the SI BL, an admin would create an Account of Widgets Marketing and use those funds when appropriate for partner activities.
The system allows the SI accounts to be used by internal Trustees who are explicitly tied to the account in the SI BL setup process.
You may Add/Subtract funds by intra-budget transfer functionality or manual credits/debits.