RCDchannel Support Wiki

When a new activity is entered into the system by a partner, the activity value will be listed as a 'pre-approval' request amount by that user.

While it is not required, an associated admin has the ability to record a pre-approval amount in this section. At any later point in time, the admin may click on the pre-approval amount that has been entered and update it with a new figure.

The pre-approval values are for reference sake.

• What does the yellow highlight mean when I do a mouseover of certain fields? A yellow highlight means that you can edit that field.

• A new expenditure came up - but I already closed out the activity? What do I do? No problem. The closed activities are still available and editable by admins. If needed, admins can re-open the activity for partner input.

• What happens if my reimbursements reach the pre-approval amount? The application allows users to add as many expenditure and reimbursement entries as they please. To 'complete' an activity, the admin would set it as closed. Additionally, if you close an activity pre-maturely, the admin may reopen that activity and additional entries may be made.