Review before approving
- 1
Open the correct approval category
Use Labor, Expenses, Company Expenses, or an enabled module tab.
- 2
Verify the business record
Check the project or category, amount, date, submitter, proof, notes, and funding source when applicable.
- 3
Check for duplicates
Confirm the same work, expense, material, or fund use has not already been recorded elsewhere.
- 4
Approve or reject
Approve only when the record is valid. Use a clear rejection reason when the workflow requires one.
Who can approve
| Record type | Typical approval authority |
|---|---|
| Attendance / labor | Admins; Managers only where current project and role rules allow. |
| Project expenses | Admin only. |
| Company expenses | Admin only. |
| Materials | Admins and permitted Managers according to the module workflow. |
| Budget releases / liquidation / office budget | Authorized Admin review according to the enabled module workflow. |
| Payroll | Authorized Admin review according to the Salaries & Payroll workflow. |
What approval changes
- Approved eligible project labor can contribute to actual project labor cost.
- Approved project expenses contribute to actual project cost.
- Approved company expenses contribute to company overhead reporting, not an individual project’s cost.
- Module approvals can authorize later fulfillment, liquidation, payroll, or other module-specific steps; approval does not always mean cash was paid or goods were delivered.
Return a record to Pending
Some expense workflows allow an approved or rejected record to return to Pending when the earlier decision needs correction or updated information must be reviewed. Reopening does not automatically approve the record.
Optional approval categories
Materials, Budget Releases, Liquidation, Office Budget, Payroll, and other module-specific review areas appear only when the related module and user permissions allow them.
Important notes
- Approval should confirm that a record is valid, not merely that it exists.
- Managers cannot approve project expenses.
- A module approval may authorize the next step without proving payment, delivery, or final cost.