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’ve worked for them. The approved time entries alone can later be invoiced to the client.

In this page…

Understanding Client Approvals

Let us try to understand Client Approval with the help of a scenario.

Scenario: Andy and his team of employees work on a project, for which they are paid based on the number of hours they work. He records the work done by each employee and sends the time entries to his customer for approval. The customer gets 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 the customer, Andy can invoice the client for the same, thus making the whole process smooth and easy for both the Andy and his client.

Enabling Client Approvals

Enable Client Approval

If you haven’t enabled projects and timesheets in the Client Portal, a pop-up will appear asking you to enable it.

Enable Client Approval

Insight: Client Approvals are only available for customers for whom you’ve enabled the Client Portal.

Creating Client Approvals

Once you have enabled Client Approval, you can view it by going to Time Tracking and selecting Client Approvals.

Client Approvals are available only for projects for which you’ve enabled them.

To enable Client Approval for a project:

Create Client Approval

There are two ways through which you can create client approvals:

1. From the Client Approvals Module

Create Client Approval

2. From the Timesheet Module

Create Client Approval

Once you choose any of the above methods, you’ll need to fill in the following details:

Create Client Approval

Note: You cannot include the time entries that have already been invoiced in a client approval.

Next >
Client Approval Actions

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