FAQ: How Do I Close My Request Round?

Once you have finished your approval process the Close Request button will now display. Select the Close Request button to finish your request round. 

Check out the video below to learn more.

Note: A column named "Closed Requests" is created along with a new In Progress column should you wish to continue editing the budget.

Select the Close Requests button at the top right of the worksheet.

If you are not seeing this button... 

• Ensure that all accounts are assigned to contributors. If there are any unassigned accounts, it’s advisable to assign them to yourself as a contributor to facilitate submission.
• From the Contributor subtab of the Collaborator tab check the statuses of the contributors who have the submit option. If the status of those contributors says viewed or reopened you may need to Force Submit those contributors' budgets.
• From the Worksheet, check to make sure that all accounts and itemizations have been approved or denied. 
  • Pro Tip: You can use the Status column on the worksheet to filter for the In Progress accounts. If any accounts/itemizations display you can then approve/deny those accounts to finish your approval process. 

Need to reopen a Request Round? 

You can iterate by sending to contributors as often as necessary. After taking action on all requests and closing your request cycle, use the Save Version button to save your version. Then, follow the process of inviting your contributors again.