Submit a Budget Item for Approval

Budget items can only be submitted for active budgets. To submit a budget item for approval, go to the Active Tab of the Budgets Page in the Finance Module. Open the specific budget with the budget item that needs to be submitted for approval either by clicking the name of the budget or the eyeball icon in the action column of the desired budget.

This opens the budget, showing the Budget Item per Budget Table.

To submit the budget item for approval, select the clickable link “Submit for Approval” in the Approval Status column.

The approval status now shows how many of the required approvals have been granted. The comment icon shows the date and time the budget item was submitted for approval.