How to approve budgeting items from the transactions grid

Note: You will only be able to approve estimates from the grid if you are an approver. You can do so up to the approval limit set up for you.

To submit budgeting items from the transactions grid, go to the Departments module and click the Transactions tab in a department’s page.

Click the action icon ...  at the far right of the filter line. Select submit for approval.

A Submit for Approval modal will appear, showing all the pending transactions with a draft status. You can choose to approve all estimates or select specific ones by deselecting those you don’t intend to approve yet.

Type a Request Message into the input field (e.g. transaction validated).

Click Submit and Approve.

Note: Transactions items can only be denied from the Decision Center.

Click the link to find out how to submit transaction items for approval.