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Approval for Time Entries
Approvals for time entries allows you to submit your logged time entries to a project manager for their approval. This ensures that the manager is aware of the hours being logged by each of their subordinates. The approved time entries can be invoiced, or sent for Client Approvals later.
Let’s take a look at a scenario to understand how Approvals for Time Entries works:
Scenario: Stephen works for a project where he is paid according to the number of hours spent working on it. Each day, he logs the time spent working and then, once in a week, he sends the time entries to his project manager for approval. This way, the manager is always on the loop about the work done by each of his employees. The manager then cross-checks the approvals, approves it and later invoices them to the customer. This ensures a smooth approval workflow for both the employee and the manager.
Read on to know how to set up approvals and get time sheets approved by your project manager.
- Enabling approval for time entries
Learn how to enable approvals to get your time entires approved.
- Creating and submitting approvals
Learn how to create an approval and submit them to your project manager.
- Approving and Rejecting time entries
Learn how to approve or reject time entries that are submitted to you.
- More actions with approvals
Read about the other operations available for an approval.
- Disabling approvals for time entries
Learn how to disable the approvals feature.
Client Approval For Time Entries
Client Approval allows you to get your time entries verified and approved by the clients you’re working for. This would let the clients know the total number of hours you worked. The approved time entries alone can later be invoiced to the client.
Understanding Client Approvals
Andy used Client Approval for one of his business scenarios. Let’s take a look at it to understand this better.
Scenario: Andy has taken up a project for which he will be paid based on the time he has worked on it. He records the work done by each employee and sends the time entries to his customer for approval. By this way, the customer will get to know the exact number of hours spent on each task and the total time spent on finishing the project. Once the time entries are approved by his customer, Andy will invoice to the client, thus making the work clear and easy to both the customer and Andy.
Enabling Client Approval
Check out the steps to enable the client approval feature.
Creating Client Approvals
Learn about creating approvals to get your time entries approved by the customer.
Client Approval Actions
Know more about the actions carried out in a client approval.
More Actions in Client Approval
Checkout to know the functionalities of the ‘More’ button.
Managing Client Approvals
Learn about the filters that are available for Client Approvals.
Disabling Client Approvals
Check out the steps to disable the client approval feature.