Approve Petty Cash & Direct Billing Requests

You can approve petty cash and direct billing requests in Dynamics 365 by following these steps:

1. Once you have logged in, you will be on the Dynamics 365 home page. On the left-hand navigation pane, click on Modules.
   

2. Click on Project management and Accounting module.
   

3. Under Journals, Select Expense.
   

4. In this module, you will typically see a screen with a list of existing petty cash and direct billing requests for your Office/College.** Double-click** on the request to review it before approving it.
   

5. Review the details of the request, and after reviewing it, click on the “Arrow” icon to navigate to the previous page.
   

6. Click on Workflow, then “Approve”.