Managing Time Approvals

  1. Enable Approval Process
  2. Manage Approvers
  3. Submit an Entry Requiring Approval
  4. Approve a Time Entry

Enable Approval Process 

Click on Time>Settings.

Enable Time Approvals by Matter - if you have an approval system set up at the matter level, you can toggle the approval system on and off from here. Having an approval system means that you can monitor and confirm time entries made for a specific matter. If you have both Énable Time Approvals by Matter and Enable Time Approvals by userboxes checked, the matter level approval system will supersede the user level approval system.

Enable Time Approvals by Professional Automatically Submit Time Entries for Approval Notify Approvers via Email

Manage Approvers 

1. Approvals Required for a Timekeeper's Entries

To enable/view the 'Manage Approvers' button in user profiles, approvals must be enabled under Time>Settings (see above).

Click on Account>Professionals>[name]>Profile tab.

If the accessed user needs their entries approved, click on  Manage Approvers

Note: If 'Bypass Approval?' is not checked and no active Approver is specified for this Staff Member, newly created Time/Expense Entries are automatically approved.

Level - When the Level 1 approver approves the time entry, it will then be made available to the Level 2 approver, and so on. You may aso have multiple approvers on the same level number. So, for example, you may have three approvers at Level 1. One of which will have to approve the time entry before it proceeds to the Level 2 approver.

Approver - the user to approve entries created by this timekeeper.

Approver Type - ensure the approver approves either Time, Expense, or Both Time & Expense.

Edit - edit or deactivate approver.

Delete - users cannot delete an approver if they still have time entries waiting to be approved by them.

2. Approvals required for entries against a specific matter

Click on Clients>Clients & Matters>[matter name]>General.

Select whether this matter requires entries approved for time, expense, or both.

Click on Manage Approvers to manage the users that approve entries created against this matter.

Level - When the Level 1 approver approves the time entry, it will then be made available to the Level 2 approver, and so on. You may also have multiple approvers on the same level number. So, for example, you may have three approvers at Level 1. One of which will have to approve the time entry before it proceeds to the Level 2 approver.

Approver - the user to approve entries created by this timekeeper.

Approver Type - ensure the approver approves either Time, Expense, or Both Time & Expense.

Edit - edit or deactivate approver.

Delete - users cannot delete an approver if they still have time entries waiting to be approved by them.


Submit an Entry Requiring Approval

Under Time>Time Entry screen, if the user or the matter needs time entries approved click on the Submit For Approval button after entering time details (exemption: if under Time>Settings>Automatically Submit Time Entries for Approvals is enabled the user just needs to save the entry and it will automatically be submitted to the listed approvers).

Users can submit entries for approval in bulk by marking checkboxes.


Approve a Time Entry 

Note: an admin can approve time regardless of whether or not they have been listed under the Approvers list.

 

Click on Time>Approve Time.

Note: this link is visible only to those timekeepers who have been marked as the time approver in the Manage Approvers section. 

SearchApprove/Reject Public CommentsPrivate CommentsDocument icon Approval History Save

Note: if the user is an Administrator, they will be able to see both Public and Private comments.