Approving the Time Entry

Time is approved via the Time>>Approve Time link. This link is visible only to those timekeepers who have been marked as the time approver in the Manage Approvers section. To approve the time entry:

  • Click the Time tab
  • Click the Approve Time link. The time entries pending any decision are listed there
  • Select the Approve or Reject check box to approve or reject a time entry respectively
  • Comments entered in the Public Comments field will be viewable to users
  • Comments entered in the Private Comments field will be viewable only to the approver
  • Click the Save button such that the time entry will appear with an updated status in the Time Entry view

*NOTE To enable the Time>Approve Time link, your admin must have enabled the time Approvals. To do this please refer to Time and Expense Approvals section in knowledge base

 

Approve Time

Manage Approvers

The Manage Approvers screen lets one create/view/edit/delete the time and expense project/staff level approvers.

*NOTE To enable/view “Manage Approvers” button in profile, your admin must have enabled time and expense Approvals. To do this please refer to Time and Expense Approvals section in knowledge base

Manage Approvers 1

 

To define a new approver:

  • Select a level from the Level drop down
  • Select the firm user’s name from the Approver drop down who will approve/reject the time/expense entry
  • Select a type from the Approver Type drop down
  • Enable the Active? check box such that the approver can approve/reject a time/expense entry
  • Click the Save button to save the approver

Manage Approvers 2

To edit the approver:

  • Click the Edit button such that all the information gets loaded in the approver fields
  • Click the Update button to update  the approver

 

To delete the approver:

  • Click the Delete link against the approver. After delete confirmation, the approver gets deleted