Approve or Reject a Budget

Use these steps to review and approve or reject new/updated budgets submitted for your approval. You can also approve (and reject) budgets in the Approval Center workspace.

To approve or reject a budget:

  1. Under the Jobs menu section, go to Jobs » Estimating workspace » Budget tab.
  2. Use the search filter and/or the Search field to select a budget.
  3. To approve the budget:
    1. Click Approve Budget.
  4. To reject the budget:
    1. Click Reject Budget….
      Maconomy displays the Reject Line dialog box.
    2. Enter a rejection reason. This is a required field.
    3. Click Reject.