Target Transfer approval flow in Allocadia

Transfer Requests go through an approval chain configured per account. Here's what approvers see and how to track the status of a transfer.

Who approves transfers

The approval chain for a Transfer Request is configured per account. Common patterns:

• The owner of the source Folder/Budget approves the outbound move.
• The owner of the destination Folder/Budget approves the inbound move.
• A finance partner or admin approves high-value transfers above a threshold.

If your account requires more than one approver, each must act in sequence before the transfer applies.

Where approvers see pending transfers

• The Transfers view inside each hierarchy shows pending items.
• Email notifications go out to approvers when a request is routed to them (if notifications are enabled on your account).
• The Approvals view may also surface pending Transfers, depending on configuration.

Approving or rejecting a Transfer

1. Open the Transfer Request from your Transfers view.
2. Review the From, To, Amount, and Description.
3. Click Approve or Reject.
4. For rejections, add a comment. The requestor is notified and can revise or close the request.

Status values

Transfer Requests move through these statuses:

• Pending — awaiting the next approver.
• Approved — fully approved; Targets have been updated.
• Rejected — denied at some approval step; Targets unchanged.
• Cancelled — withdrawn by the requestor before full approval.

If a transfer is stuck

If a Transfer Request has been pending longer than expected and no approver has acted, contact Support with the Request ID. Common causes are an approver out of office with no delegation configured, or a workflow routing change that didn't account for the specific transfer type.

Related articles

• Budget transfers and reallocations in Allocadia
• Setting targets on a folder or budget in Allocadia
• PR approval workflow basics in Allocadia
• Managing your Allocadia account, notifications, and email preferences