Reviewing, modifying, approving or rejecting project charges

Configure the Infor XM application to display the Project Charges tab. Use this tab to review, approve, or reject the charges to your cost centers and projects. A charge can be part of a split allocation where the expense is allocated to another user's cost center or project. You can see charges to your cost centers and projects.

  1. Click the Inbox tab.
  2. Click the Documents for Review tab.
  3. Click the item or option corresponding to a project charge.
  4. Click the Project Charges tab.
  5. Complete one or more of these tasks:
    Option Description
    Make Billable Make a line item billable. For each line item that you specify, the Billable column indicates that the line item is billable.
    Make Non-Billable Make a line item non-billable. For each line item that you specify, the Billable column indicates that the line item is non-billable.
    Approve Approve a line item.
    Reject Reject a line item.
  6. Click Close.
  7. To send the payment request to the next step in the workflow, click Approve.