Overview
Admin → Budget (/admin/3) manages your organization’s learning budget, credit allocation, and spending. Managers also have access but with a limited view.
Sub-tabs
Overview
Dashboard with budget health metrics:- Total budget available vs. spent
- Budget utilization percentage
- Spending by provider
- Top learners by spend
Overview requires the
CAN_SEE_BUDGET_OVERVIEW feature flag.Requests
Learning content requests from users:- Approve, deny, or request more information
- View request details (content, cost, requester, manager)
- Filter by status, date, requester
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
Credits
Define and manage credit types:- Create credit types (e.g., “Online Courses”, “Certifications”)
- Set credit values
- Allocate credits to users or teams
Credit Policies
Budget allocation rules and caps:- Set spending limits per user, team, or time period
- Define conditions (by role, department)
- Configure approval chains
Credit Policies is only visible to admins, not managers.
Payments
Invoice and payment tracking:- View payment history
- Track invoices by provider
- Export payment data
Payments is only visible to admins, not managers.
Vouchers and purchases
When a learning request is approved and the content has a cost, Juno fulfills the purchase via one of three flows:| Flow | When it’s used | What the learner sees |
|---|---|---|
| Voucher | Provider-issued one-time code (Udemy, Coursera, etc.) | A code with redemption instructions on the request dialog |
| Reimbursement | Learner pays out-of-pocket and uploads a receipt | Upload-receipt UI; admin approves the reimbursement |
| Direct purchase | Juno or admin buys on the learner’s behalf (Amazon, custom requests) | The content is provisioned to their account directly |
Voucher lifecycle
- Pending — request approved, voucher not yet generated
- Generated — code issued and sent to learner
- Redeemed — learner reports the code was used
- Expired / Suspended — voucher invalidated (admin action or provider expiry)
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.Amazon invoice export
For Amazon book purchases, admins can export consolidated invoices from the Payments tab for accounting reconciliation.Manager vs. Admin view
Managers see Budget at/managers/3 with a limited view:
- Overview (if enabled), Requests, Users Credits, Credits
- No Credit Policies, Payments, or Automations