Approve Revenue Recognition

Use these steps to approve revenue recognition on jobs.

To approve revenue recognition:

  1. Under the Jobs menu section, go to Job Administration > Revenue Recognition > Job Revenue Recognition.
  2. In the Selection Criteria panel, use the available criteria to display the jobs for approval.
  3. Toggle on Show Lines to display the results.
  4. To select jobs for approval:
    • Click Approve > Mark for Approval to select all displayed jobs; OR
    • Select the Approve checkbox on each job you want to approve for revenue recognition.
  5. Click Approve > Approve Recognition....
  6. In the wizard that displays, enter information in the following fields:
    • Enter a value in the Triviality Limit field.
    • Select a currency. This is a required field.
  7. Click Approve.