- Knowledge-Base | Trials
- Regular Users
- Approvals
Approvals - How do I approve at the group or header level?
Quickly approve multiple items at once from the Dashboard
Within Budgyt, it is possible to approve your team's numbers at the line item level, but also at every level of hierarchy above that.
On the Dashboard, select Approvals from the green drop down menu (this option will only appear if you have Approvals turned on in Settings, and you're viewing a scenario with Approvals turned on). This will highlight in yellow any categories/accounts in which there are items awaiting approval. It will also highlight the group to which that category belongs, and the header. You can click on the Group or Header Names to approve all underlying Categories and Sub-categories for that particular Department.
Also, if you select a consolidated Region number or Complete Company Consolidation it will approve any unapproved items in all underlying Categories across any Departments in that Region instantly. Clicking on any of the highlighted numbers will display a window where you may leave comments and approve or reject the numbers.
