Budget & Credits

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Overview

Admin → Budget (/admin/3) manages your organization’s learning budget, credit allocation, and spending. Managers also have access but with a limited view.

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Sub-tabs

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Overview

Dashboard with budget health metrics:

• Total budget available vs. spent
• Budget utilization percentage
• Spending by provider
• Top learners by spend

At the top of Overview, four widgets show what needs action:

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Requests

Learning content requests from users:

• Approve, deny, or request more information
• View request details (content, cost, requester, manager)
• Filter by status, date, requester
• Cancel the requests of users who are no longer active. See Cancel a request for an inactive user.

When you select Approve, the Approve Request dialog explains in plain language why the request needs approval under your policy, for example “This request costs $500, which is above the$300 limit set by this policy.” A policy can also carry an extra note, which shows as Additional info. For a subscription longer than one month, the dialog shows the number of monthly payments, the monthly price, and the total. See Payments & Requests.

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Users credits usage

Per-user credit balances and spending:

• View each user’s allocated vs. spent credits
• Filter by department, role, date range
• Export to CSV

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Credits

Define and manage credit types:

• Create credit types (e.g., “Online Courses”, “Certifications”)
• Set credit values
• Allocate credits to users or teams

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Who can see credits and who can manage them

Two separate permissions control the Credits tab: Out of the box, only Owners can see and manage credits. Your Juno account team can set each permission to a lower role. For example, admins can manage credits while managers only see them, or managers can check balances without being able to change anything.

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Credit policies

Budget allocation rules and caps:

• Set spending limits per user, team, or time period
• Define conditions (by role, department)
• Configure approval chains

The Proofs tab sets what evidence learners must submit when they complete external learning. See Proof of completion.

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Payments

Invoice and payment tracking:

• View payment history
• Track invoices by provider, and by user attribute (department, location, and more) when invoice breakdown is on
• Export payment data

To find the payments drawn from one credit, use the filter on the Credit name column. Type part of the name, or put the full name in quotes for an exact match. The filter applies to all payments in your date range, not only the current page. See Payments & Requests. If your organization sells content through Stripe, that money isn’t in this tab. It’s listed under Admin → Content → Purchases. See Stripe purchases.

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Currency and prices

Your organization has one budget currency, and Juno support sets it. To change it, contact Juno support. Existing requests keep the currency they were made in, so the currency can change only while your organization has no open or completed requests. Canceled and declined requests don’t count. Provider plan prices follow that currency:

• If a provider plan has a fixed price for your currency, learners see that exact price, and the budget check uses it.
• Otherwise Juno converts the provider’s price at current exchange rates. Where the price is an estimate, it has a ~ in front.

See My Budget for what learners see.

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Vouchers and purchases

When a learning request is approved and the content has a cost, Juno fulfills the purchase via one of three flows:

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Voucher lifecycle

1. Pending — request approved, voucher not yet generated
2. Generated — code issued and sent to learner
3. Redeemed — learner reports the code was used
4. Expired / Suspended — voucher invalidated (admin action or provider expiry)

Admins can refresh, re-issue, or cancel vouchers from the request detail dialog.

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Custom requests

Learners can request content not in the catalog via “Request other” — admin reviews, approves the budget, and either issues a voucher or marks it as a direct purchase / reimbursement. The request form has a Type list: Book, Certification, Coaching, Conference, E-learning, Event, Subscription, Workshop, MOOC / Course, and Other. A credit policy can require approval for any of these types. See Learning Requests.

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Amazon invoice export

For Amazon book purchases, admins can export consolidated invoices from the Payments tab for accounting reconciliation.

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Manager vs. Admin view

Managers see Budget at /managers/3 with a limited view:

• Overview (if enabled), Requests, Users Credits, and Credits (read-only, and only if your organization lets managers see credits)
• No Credit Policies, Payments, or Automations