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 Edit Financials (or higher) project permissions can approve expenses for that project.
How to Enable Account Level Approval for Expenses
- Hover over Settings in the left navigation and select Time & Expense.
- 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.
How to Enable Project Level Approval for Expenses
On a project-by-project basis, you can choose to turn expense approvals on or off. Note that you can only turn approvals off if there are no pending expenses for the project.
- From the project workspace, select Settings from the Actions drop-down menu located to the right of the project name.
- Scroll down to the Financials section, and choose whether Expenses must be approved before invoicing is selected.
- Click the Update Project button to save your changes.
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This article was updated to reflect changes for settings that are no longer toggles and are now checkboxes.
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