Finance: Submitting an Item for ApprovalΒΆ

The hierarchical organization of finance means that a financial action must be submitted to be reviewed before it can be approved.
To submit an item for approval, follow the steps below.
The status of the item is displayed when you view the item records.

  1. Click in the ribbon

  2. Click Finance

  3. Click Expenses

  4. Click Items

  5. Select item(s) by clicking to the left of the row

    • You can mass select all the items by clicking in the upper left hand corner

  6. Click Submit X item(s)