Approve Recurring Cost Entries

Authorized approvers evaluate each submitted request, ensuring that it aligns with the configured cost schedule and falls within project or budget limits.

Background: The recurring cost request generated automatically or added manually from the field must be submitted by the team member incharge for the approval. Cost entries submitted for approval cannot be edited.

To approve recurring cost entries

• Ensure you are on the 'Unapproved Cost' screen within the 'Recurring Cost' module of the project. If not:
  • Click the app launcher icon in the top-right and select 'Finance'
  • Click 'Recurring cost' at the top and 'Unapproved Cost' on the left

• Select the recurring cost entry by clicking the respective serial number to view its details. The pane on the left shows the details.
  • Rate- The recurring cost value of the entry
  • Frequency- The repetition interval for the recurring cost. 
  • Created on- The date on which the recurring cost entry was initially created.
  • Created By - The name of the user who created the recurring cost configuration.
  • Start Date - The date from which the recurring cost becomes active. 
  • End Date - The final date on which the recurring cost is expected to end. 
  • Approver - The designated individual responsible for reviewing and approving cost requests associated with this entry 
  • Receipt data- Cost data obtained from the bills uploaded from the field, if any
• Select the entries to approve. Use the 'Ctrl' or 'Shift' key on your keyboard to select multiple entries at once.
• Click the 'Approve' button at the top.

• Click 'Yes' to confirm your action with your signature. If you haven’t added a signature to your profile, you’ll be prompted to register it.