RedTeam Go - How do you approve expenses as a PM.

Approving and Expenses/Purchase Orders

Go to Accounting>Expenses

There are 3 ways to Approve Expenses as a PM

From inside the Expense form, Click Save and Approve
From the Expense List Screen, click on the ellipses (. . .) next the Expense and select Approve.
To Approve Expenses in Bulk, check boxes next to the items, click the Gear and select Approve Checked

From the Expsense List screen

Check and Approve in Bulk from the Gear

There 3 ways to approve as Field Purchase Orders as a PM

From inside the Expense form check the Box says ‘Assign PO#/Commitment# when Approved’ before Clicking Save and Approve
From the Expense List Screen, click on the ellipses (. . .) next the Expense and select Approve.
To Approve Field POs in Bulk, check boxes next to the items on the list screen, click the Gear and select Approve Checked.

From the Expense Form