Approvals is the centralized review page for records that require authorization before they become part of an approved operational or financial workflow.
Available approval tabs depend on the user’s role, enabled modules, and the type of pending records in the company.
Use this page to review supporting details, approve valid records, reject incorrect submissions, and identify items that still require attention.
| Role | Access |
|---|---|
| Admin | can review all available approval categories and approve records permitted by company rules |
| Manager | can approve labor and may review or manage selected module workflows where permitted |
| Supervisor and Employee | generally submit records but do not manage the central approval queue |
Role
Admin
Access
can review all available approval categories and approve records permitted by company rules
Role
Manager
Access
can approve labor and may review or manage selected module workflows where permitted
Role
Supervisor and Employee
Access
generally submit records but do not manage the central approval queue
Permission matrix
Some tabs may remain visible in a read-only state when the user can review records but cannot approve them.
The Approvals overview may show:
Available tabs may include:
Review before approving
Before approving any record, confirm:
Approval should confirm that the record is valid, not merely that it exists.
Rejecting a record
Reject a record when:
Some rejection workflows require a reason.
Provide a clear explanation so the submitter knows what must be corrected.
Reopen as Pending
Some approved or rejected expense records may be returned to Pending.
Use this when:
Reopening does not automatically approve the record.
Search and filters
Available filters depend on the selected tab.
Other tabs may provide module-specific filters, counts, and review drawers.
| Role | Access |
|---|---|
| Admin | can review all available approval categories and approve records permitted by company rules |
| Manager | can approve labor and may review or manage selected module workflows where permitted |
| Supervisor and Employee | generally submit records but do not manage the central approval queue |
Role
Admin
Access
can review all available approval categories and approve records permitted by company rules
Role
Manager
Access
can approve labor and may review or manage selected module workflows where permitted
Role
Supervisor and Employee
Access
generally submit records but do not manage the central approval queue
Permission matrix
Approvals control when operational records become trusted project costs.
Budget releases and liquidation approvals affect how company funds are released, tracked, and accounted for.
Rejecting a record
Reject a record when:
Some rejection workflows require a reason.
Provide a clear explanation so the submitter knows what must be corrected.
Reopen as Pending
Some approved or rejected expense records may be returned to Pending.
Use this when:
Reopening does not automatically approve the record.
The All tab combines pending records from the available approval categories.
The Labor tab may include:
Available filters may include:
Actions may include:
Review the:
The Expenses tab contains project expenses waiting for review.
Actions may include:
Review the:
The Company Expenses tab contains office, executive, and miscellaneous overhead records.
Depending on the current workflow and role, actions may include:
When Materials & Requisition is enabled, the Materials tab may show requests that require review.
Review:
When Budget Releases & Liquidation is enabled, the Budget Releases tab shows requests for company funds or cash advances.
Available actions may include:
Review:
The Liquidation tab contains submitted liquidation records for released funds.
Actions may include:
When Office Budget Requests is enabled, the Office Budget tab may contain pending office budget requests.
Review before approving
Before approving any record, confirm:
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