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- How to approve or deny budgeting items from the transactions grid
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- How to print asset labels
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- What is a personnel asset
- How to create a new asset
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- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to record an estimate
- How to create a budget
- How to submit transaction items for approval
- How to approve or deny budgeting items from the transactions grid
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to cancel a transaction
- How to deactivate a transaction
- How to edit a transaction
- How to re-submit a denied transaction
How to approve or deny budgeting items from the transactions grid
To approve or deny budgeting items from the transactions grid, go to the Projects module and click the Transactions tab inside of a specific project.
Find the budget which is waiting for approval and click ... on the right-hand side of the transaction. You can only approve or deny budgets from the transactions grid.
Click approve if you want to approve the budget.
Click deny if you want to deny the budget.
Click the link to find out how to submit transaction items for approval.
project transactions budget
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