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It’s time to say farewell to nasty billing surprises and hello to more financial control. Introducing Time Approvals, our latest Scale plan feature that will ensure you get the final say over your team’s time for the ultimate in accurate client billing.
Take comfort in knowing that there are guardrails in place to protect your time data and billing details. Follow these four steps to work through the entire process, from setup to approval.
1. Setup
Your time approvers have a big job, so select them with careful consideration. Enable Time Reminders in your main Settings, choose colleagues from the drop down menu, and that’s it—time approvers have been set!
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2. Submit
Once your timesheet has been filled in for the week and you're happy with it, simply click “Submit for approval”. The approver will be automatically notified via email, so there’s no need to ping them manually. If you need to add in more time or adjust a time entry, you have the flexibility to do so! Just be sure to click “Resubmit for approval” so your approver is reviewing the most recent version of your timesheet.
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3. Review
In the Approvals tab, approvers will see a list of timesheet submissions by team member that are ready for review. If something seems off while reviewing, approvers can edit the time log themselves (assuming they have project/task permission) or seamlessly request changes inline. With this level of control and oversight, you can rest assured knowing timesheets will be bang-on.
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4. Approve
Let’s say the timesheet is all set! Give it the go-ahead by clicking “Approve” and a green banner will appear along the top of the timesheet for both the approver and submitter. How’s that for a streamlined process?
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Final details
The approvals tab also features the ability to filter, search, and sort so you can easily navigate around submissions. A handy Approval Status column offers a skimmable view to gauge timesheets at a glance.
Email notifications and timesheet banners are triggered throughout many events across the entire approval process for clear communication and transparency of where things stand.
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