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 Workflowarticle.
Accessing the Approvals Tab
Navigate to the Approvals module within your project. If you are outside a project, enter one first to access it from the left-hand navigation. This section provides a consolidated view of all items requiring your action.
Here, you can review and act on the following financial items:
Contracts – Original agreements requiring review and approval
Contract Changes (Assign Cost Codes) – Updates or amendments to existing contracts
Invoices (Apply Funding) – Payment requests for completed work or services rendered
Budgets – Initial budget submissions for approval
Budget Changes – Revisions or reallocations to approved budgets
Reviewing and Taking Action
Once you open an item, you can:
Review all relevant financial and project details.
Complete additional steps such as Apply Funding or Assign Cost Codes, if required (these may appear in the top-right corner).
Approve or reject the item with a single click.
If these action buttons are not visible, you may proceed directly with approval or rejection based on your permissions and workflow.
If the Item Doesn’t Appear in the Approvals Tab
If you cannot find a resource or it does not show an action option, internal approval may still be required depending on your project 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.