How do I review and approve costs?
Accept, query or reject costs associated with a work order.
- Within the work order view screen, head to the costs tab
- Within this tab, once a contractor has submitted their costs, you will see a list of them here along with the option to Approve Costs using the green action button
- Should you want to query the costs, you can select the dropdown arrow on the green button to do so. From here, a form will appear where you can select the costs you want to query, and the contractor is notified and the cost approval process starts again
- Similarly, should you wish to reject the costs, a form will appear where you can put in your rejection reasons and the process will begin again
- If you choose to approve the costs, you'll then be prompted to complete a form where you can create an invoice and choose the budget you would like to assign the costs to
- The live budget tracker will then show you the current spend for the budget you've selected
