Time and Expense Approvals

PURPOSE & BENEFIT: The Time and Expense approval system enables you to configure settings which allow project managers or staff managers to approve time and expense entries according to your business processes. TimeSolv allows you to dictate approvals for entries created against certain Matter/Projects, or entries created by certain Timekeepers. Reviewing your employees’ work can also serve as a dependable teaching method for reflecting your business’s standardization and internal process.

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Note: To access Time and Expense Approvals, your firm must be on the appropriate TimeSolv billing plan. For details about TimeSolv billing plans, refer to TimeSolv Online Solutions Pricing Information.

To Access Time Approvals:

 

  • Select the Settings link under the Time tab.

 

  • Select Enable Time Approvals by Project/Matter? checkbox for project/matter level approvals.

Note: Project/Matter approval overrides Staff Member approval.

 

  • Select Enable Time Approvals by Staff Member? checkbox for staff level approvals.

Note: if no active Approver is specified for a Staff Member, newly created Time Entries are automatically approved.

 

  • Click Save.

 

 

To Access Expense Approvals:

 

  • Select the Settings link under Expense tab.

 

  • Selected Enable Expense Approvals by Project/Matter? checkbox for project/matter level approvals.

Note: Project/Matter approval overrides Staff Member approval.

 

  • Select Enable Expense Approvals by Staff Member? checkbox for staff level approvals.

Note: if no active Approver is specified for a Staff Member, newly created Time Entries are automatically approved.

 

  • Click Save.

 

 

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