Overview
You can easily approve key financial items in Ingenious by following the steps in this guide, enabling improved project visibility and streamlined collaboration.
Prerequisites
You should first ensure your financial approval workflows are configured for each project by following the steps in the Financial Approval Workflow Article
Accessing the Approvals Tab
To get started, navigate to the Approvals module within your project. You may need to enter a project if you are currently outside of a project to see this module in the left-hand navigation. This section provides a consolidated view of all items pending your action.
Here, you can access and take action on the following financial resources:
Contracts – Original agreements requiring your review and approval
Contract Changes (Assign Cost Codes) – Amendments or updates to existing contract terms
Invoices (Apply Funding) – Requests for payment based on work completed or services rendered
Budgets – Initial financial breakdowns that need to be approved
Budget Changes – Revisions or reallocations within an approved budget
Receiving an Approval Request
When a financial item requires your approval, you’ll receive an email notification. This email includes a button labeled "Go to the resource in the project."
Clicking this button will take you directly to the relevant invoice, contract, or other item in the platform—no additional login steps required.
Reviewing and Taking Action
Once you're on the resource page, you can:
Review all relevant financial and project details
You may have a additional step to Apply Funding or Assign Cost codes. If you do not see these buttons at the top right you can continue to approving or Rejecting the item.
Approve or reject the item with a single click
This streamlined process supports efficient project collaboration and timely approvals.
If the Item Doesn’t Appear in the Approvals Tab
If you're unable to find the resource in the Approvals tab or don’t see a call to action:
Try accessing the item directly through the email notification
Internal approval may be required first, depending on your project’s workflow
For more information on the end-to-end process, check out our full article on Financial Approval Workflows. If you still have questions, reach out to our support team for further assistance.