Create a budget to cap spending. For the model behind scopes and periods, see Budgets.
Create a budget
Open Spend & Budgets in the sidebar.
Go to the Manage budgets tab.
Click Create your first budget, or Add if you already have budgets.
Step through the wizard:
Level: Organization or Workspace
Applies to: Overall, Members, or Providers
Target: Pick All, or one specific member or provider. Skipped if Applies to is Overall.
Period: Daily, Weekly, or Monthly
Amount: USD limit per period
Review: Confirm the details, then click Create budget
The wizard is 5 steps for overall budgets and 6 steps when you target specific members or providers.