Simplify Oversight with Triptych Budget & Order Management Tools

For administrators, managing budgets and orders across distributed teams can be a constant juggling act. Too often, it requires manual tracking, multiple systems, or delayed approvals that slow down the process.

Triptych Budget & Order Management solves this by putting everything you need in one intuitive hub—giving you the visibility and control to keep your program running smoothly.

Streamlined Budget Management

Triptych’s Budget Management tools make it easy to oversee user activity and ensure resources are allocated effectively. From a single dashboard, admins can:

• Search for users by name or email for quick access
• Sort and filter by budget balance, order %, ship %, and last activity
• Edit budgets in real time by adjusting balances or allocation percentages
• View full transaction histories for transparency and auditability

The result? Admins can monitor usage, make adjustments on the fly, and ensure budgets are always aligned with program goals.

Smarter Order Management

Oversight doesn’t have to slow orders down. With Triptych’s Order Management tools, you can monitor activity at every step while keeping the process moving:

• Search and filter orders by date, status, ID, or user
• Sort orders by details like shipping address, order total, or ship date
• Open orders instantly with a single click to review details
• Approve, reject, or review orders via the dedicated approvals page
• Export views to Excel for easy reporting and record-keeping

These capabilities keep you in control of order flow, ensuring accuracy and compliance without bottlenecks.

Why It Matters

By consolidating budget and order oversight into one platform, admins gain:

• Agility – make quick adjustments when needs change
• Efficiency – cut down on manual tracking and spreadsheets
• Transparency – maintain clear, auditable records
• Better experiences – give field users faster turnaround and fewer delays

It’s about creating the perfect balance of control and freedom, so both admins and users can focus on what matters most: driving results.

Learn More

Triptych Budget & Order Management was designed to take the complexity out of administration while improving visibility and control. Ready to see it in action?

Contact us today to learn more.