Lease approval
1
Verify the approver is linked
In Lease Details, open Contract Details → Contacts. Confirm an internal contact with a role of Lease Reviewer (or your company-specific lease approval role) is listed.
2
Submit the lease
On the Basic Info tab, click Submit. The lease enters read-only mode. Click OK on the success message.
3
Approve or reject (approver)
The approver receives an email notification. From the lease home, click Lease Abstract Approvals to see the pending list. Click Approve or Reject for each record.
- Approve — changes the lease status to Approved
- Reject — returns the lease to Draft so changes can be made and the lease resubmitted
4
Review workflow history
All approval actions and comments appear in the Workflow tab on the lease.
If a lease needs to be recalled after submission, a user with appropriate rights can click Terminate Workflow to revert the lease to Draft.
Recurring cost approval
1
Verify the approver is linked
Confirm a Rent Approver internal contact is linked on the Contacts tab.
2
Submit the recurring cost
In Lease Details → Recurring Costs, select the cost record and click Submit. The status changes to Pending Approval.
3
Approve or reject (approver)
From the lease home, click Recurring Cost Approvals. Click Approve or Reject for each record.
- Approve — any payments generated from this recurring cost automatically receive Approved status
- Reject — returns the cost to Draft for correction and resubmission
One-time payment approval
1
Verify the approver is linked
Confirm a Rent Approver internal contact is linked on the Contacts tab.
2
Submit the payment
In Lease Financials → Lease Payments, select the payment and click Submit. The status changes to Pending Approval.
3
Approve or reject (approver)
From the lease home, click Invoice Approvals. Click Approve or Reject for each record.
- Approve — changes the payment status to Approved
- Reject — returns the payment to Draft for correction
4
Review workflow history
The Workflow tab on the payment record shows the full approval history.
Individual payment approval and batch approval are separate processes. You can use either method — or both — depending on your company’s workflow. Approving the recurring cost schedule automatically approves all generated payments from that schedule.