Job Approval

After the income and expenses are added to the estimate accounts, the user who has 'Request Estimate Approval' action enabled needs to request for estimates approval, and the user who has 'Approve estimate' action enabled will have to approve the estimates.

A sample is given below after approving the estimates:

Select 'Approve Estimates' from the drop-down and click on the 'Go' button. All the account in the estimate tab gets locked and gets copied to Actuals tab.

Changes that follows after the above action are:

Finance Job Status changes to Approved from Approval Requested.

Account Summary shows the total income, expenses, and disbursement amount is copied to actual's column.

Estimates tab gets locked.

Mentioned icon shows that the user cannot edit any account or even change the sequence of the accounts.