How to submit transaction items for approval

To submit transaction items for approval, go to the Projects module and click the Transactions tab inside a specific project. 

Click … in the top right corner. 

A dropdown menu will pop up. 

Note! You must have at least one draft estimate or budget entry in transactions for this list to populate. 

Click submit for approval and a Submit for Approval modal window will pop up.  

All the draft transactions will pop up. You can submit all of them at once or choose specific transactions by unticking checkboxes of transactions that you don’t want to submit at this point of time. Press Submit. If you are an assigned approver, press Submit and Approve.  

Colors codes for estimates and budgets are predefined by the system. Estimates are marked red, and budgets are marked green. 

Click Submit to complete the task.   

Click the link to find out how to approve or deny budgeting items from the transactions grid. 

To learn more about how to approve transaction items, click here.

Note! At least one approver must be set up prior to submitting a transaction for approval. An administrator can set up an approver in the Organization Configuration.