Time and Expense Approvals

The Time and Expense setting enables you to configure settings which allow project managers or staff managers to approve time and expense entries according to your business processes.

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.