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Enabling Expense Approvals

 

Overview

To take advantage of Kantata's expense approvals functionality, you need to enable approval at either the account level or on a project-by-project basis. Note that if you enable them at the account level and have projects in progress, only new projects will require expense approvals by default.

Once enabled, members with Project Lead (or higher) account permission and project Financials permissions (or higher) can approve expenses for that project.


How to Enable Account Level Approval for Expenses

  1. Hover over Settings in the left navigation and select Time & Expense
  2. On the Time & Expense Settings page, check the box next to Require Expense Approvals. Each new project will now require expense approvals by default. If you also want existing projects to require expense approvals, you need to turn on approvals in the project's settings.settings-time-expense-require-expense-approval.png

 

How to Enable Project Level Approval for Expenses

You can toggle expense approvals on, or off, on a project-by-project basis. Note that you can only turn approvals off if there are no pending expenses for the project.

  1. From the project workspace, select Settings from the Actions drop-down menu located to the right of the project name.
    Settings_selection.png
  2. Scroll down to the Financials section, and toggle the option for Expenses must be approved before invoicing on or off.project-settings-expense-approval-toggle-on.png
  3. Click the Update Project button to save your changes. 

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