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Approve Scheduled Costs

The Cost Wizard's Approve Costs tab shows all scheduled costs for the lease, building, property, or account you have selected. If you have set a restriction to view only certain cost categories and types, the Approve tab uses this restriction.

Review your scheduled costs for accuracy and make adjustments as needed. Once you are satisfied that a schedule cost is accurate and is ready to be paid or billed, you can approve it. At this point, it can no longer be edited.

Approving a scheduled cost sets it as an actual cost.

Procedure

To approve scheduled costs for the selected building, property, lease, or account:

  1. Select the Cost Wizard or Cost Wizard for Accounts, and then select the item you want to manage costs for.
  2. From the Approve Costs tab, review your scheduled costs for accuracy and make adjustments as needed.
  3. When satisfied, select the scheduled cost you want to approve, and click Approve.

    The costs are moved to the Review Costs tab.

When you approve a cost, the system does the following:

Next

After approving costs, you can review the approved Actual Costs from the Review Costs tab.

Back To

Cost Wizard Overview