A new way to manage your budgets

At Snappy, we’re always looking for ways to improve your experience and make it easier to set up and get you sending gifts in no time – which is why we’re excited to announce a brand new way to set up finance options within the Snappy Dashboard! This upcoming feature will be released later this month and is sure to make a difference in how you manage your budgets within Snappy.


New and improved with you in mind

In the past, we relied on a single form of payment either through a purchase order (PO), credit card, or ACH payment. Now, you can set up different forms of payment for different Accounts within your Snappy Dashboard! Let’s say for example your Marketing Department has a budget that is only approved via credit card payments, but your Sales Department requires a PO - now you can set up and use both payment forms in the Snappy Dashboard with our new Finance wizard. You can even have multiple payment methods in the same Account, giving you additional flexibility.


Full control with a few clicks

On top of new payment method options, you’ll also get full control to assign finance access to other Snappy Admins and define specific budgets for each Account. We’ve made it easy for you to get your finance methods set up and controlled all within our handy new wizard that will guide you through the process step-by-step. If you’re interested in learning more about the new finance workflow and how easy it is to set up on your own, just reach out for a demo and we’ll help you out in a snap once it’s live!


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