Creating Client Approvals

Once you enable the Client Approval option, a tab named Client Approvals will appear in the Timesheets module.

There are three ways by which you can create client approvals:

Go to the Timesheet module on the left sidebar.
Tap the tab Client Approvals and click +Create Approval.
You can also click the Create Approval button on the centre. This button will be available when you’re creating your first client approval.

On the client approval creation page,

From the Customer Name field, choose the customer for whom you’re creating the client approval.
Provide a name for the Approval in the Name field.
To send the time entries of one particular project, choose its name from the Projects dropdown.
Provide a description (if any) in the Description field.
Choose a due date if you want your client to approve the time entries before a specific date.
Under Timesheet, you’ll be able to see the time entries that will be sent to your client. Here, you can select the time entries you wish to send your customer.
Click Save and Submit to save and submit the approval immediately by clicking Submit for Approval in the following pop-up.
Click the Save button to save and send it later.