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:

Click on Request Approval or Approve Estimates.

Request Approval - This will send an email to all users who have access to approve only if the user has similar company assigned to the requestor else not.

Approve Estimates - User can directly approve if having permission to.

All the account in the estimates tab gets locked and copied to the Actuals tab as shown below:

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.

Add Accounts - Further accounts can be from here.

Quick Edit - This option allows you to edit multiple accounts in one go.

Tasks - This option allows to perform actions as below

  • Assign Entity: Allows to assign/replace entity to respective accounts.

  • Hide Accounts: Allows to hide/unhide accounts.

  • Delete Accounts: Allows to delete account.

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