Approve a Budget Item

Once you add your initial budget information, you have the option to approve each item individually or approve all at once from the Budget Items log. To approve the Budget Item, click the Approve Budget Item button on top of the form in view mode.

Approving the Budget Item

Clicking the Approve Budget Item button will bring up a confirmation modal. The confirmation modal notifies the user that after marking the form final and saving, certain fields will be locked and no additional changes can be made. Those fields include:

  • Account Code

  • Original Budget Amount

In the confirmation modal, you are required to add an "Approved Date". Choose the date that the Budget Item was approved from the calendar picker field. Once complete, click "Yes" to approve and lock.