Understanding Budget Item Approval and Approval Notifications

Budget items do not require approval by default. There is an ability to customize approvals. Approvers can be individuals or certification roles, and can be required or optional. If a certification role is required to approve a budget item, approval can be granted if one individual with the certification role approves the item or all can be required to approve the item as well.

There are two checkboxes associated with adding an approver, although neither is required.  The first is in regards to when approval will be given. The “Only allow approval when all above required groups have been given approval” checkbox will not mark a budget item as approved until all required groups have approved the item.

The second checkbox impacts when alerts regarding a budget will be sent. The “Send alerts to all approvers in this group when their approval is required for a budget item” opens an additional checkbox when selected.  Select the “Only send an alert to this group when all above required groups have been given approval” if you want the alert set after all required signatures have been received.

There are five options of who the system should notify when a budget has received all required approvals or when it has been rejected: the user who submitted the budget item, the users who have approved the budget item, all users in all approval groups, the account holder, and the account holder’s supervisor(s). Multiple, all, or no checkboxes can be selected.

WIKI LINK HOW TO: SET / EDIT A BUDGETS APPROVERS AND APPROVAL NOTIFICATIONS

WIKI LINK HOW TO: SUBMIT A BUDGET A BUDGET ITEM WHEN APPROVAL IS REQUIRED

WIKI LINK HOW TO: UNLOCK A SUBMITTED BUDGET ITEM FOR EDITING

WIKI LINK HOW TO: RESUBMIT A BUDGET ITEM FOR APPROVAL AFTER EDITS ARE MADE