How to manage subsidy approvals?

How to manage subsidy approvals?

Go to Finance - Subsidy Approval

Draft Approvals

To add a new approval, click '+ New Subsidy Approval' in the middle of the page.


Type the first two letters of the attendee name to search. If there is an existing link, the contact will be auto populated in the form. New contacts can be added by clicking 'Create Contact'.

Click 'Save & Approve' to move the approval to the approved tab, or 'Save as Draft' if further changes are to be made. 



Pending Approvals

Draft approvals can be moved to the pending status for review.

Following actions can be made to the approval records:

  1. Updating rate, hours or other fields.
  2. Approving it.
  3. Returning it to draft.
  4. Deleting it.

Approved Approvals

Once approved, the approval records will move to the 'Approved' tab.
Following actions can be made to the approval records:
  1. Updating rate, hours or other fields.
  2. Archiving it. 
Archived Approvals

Archived approvals can be found in the 'Archived' tab.
Following actions can be made to the approval records:
  1. Updating rate, hours or other fields.
  2. Restoring it. 

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