Accountants will have the option to Accept items in the Expenses module. This is a second layer of approval Accountants after a Project Manager has Approved.
Accountants will need to Accept Expenses to push these transactions to your accounting software if you have an active accounting integration through RedTeam Go. Currently we have the ability to integrate with the following accounting platforms:
QuickBooks Desktop
QuickBooks Online
To Accept Expenses
Go to Accounting>Expenses
2. Click on the Filter icon in upper right to select which status expenses you will work with.
3. Click on the ellipses (…) and select Edit next to the Expense or Purchase Order you wish to view.
Review and Edit the item information as needed.
4. There are three ways to Accept an Expense or Purchase Order
From inside an Expense, Click Save and Approve
From the Expense List Screen, click on the ellipses (…) next the Expense and select Accept.
To Accept Expenses in Bulk, check boxes next to the items, click the Gear and select Accept Checked
To save time use the Proceed to Next on Approval/Accept check box to immediately move to next Expense record on that project when you click Save and Accept. NOTE: As a safety measure, this option will not cross into the next project to avoid inadvertent approvals.
If you need to Edit or Delete an Accepted Expense
An Accountant can filter to Approved/Accepted, locate the item, click on the Ellipses (…) and select Unaccept.
Then refilter to Approved/Not Accepted, locate the item, click on the Ellipses (…) and select Edit to make adjustments or to Delete the item.
