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Allow a user to approve timesheets

Description

Describes how to give a user access to approve timesheets. If a user can approve timesheets, they have the ability to approve, reject, and re-open an approved timesheet. You determine what clients and users the user can approve thru security.

Who can access this page?

To adjust approval access, a user must have User Management permissions. Click here to view how to setup user permissions.

Location

Menu Setup Users Click Edit Approval Management tab

Approval Management (See screenshot below)

  1. Turn approvals on
    If the "Allow this user..." checkbox is checked then this allow this user to approve records based upon the clients and users they have been given access too in the filters below the checkbox.
  2. Determine which clients this user can approve
    You can allow this user to approve all clients or selected clients. In the screenshot below this user can only approve users that have time entries for tasks that belong to the Blue Client.
  3. Determine which users this user can approve
    You can allow this user to approve all users or selected users. In the screenshot below this user can only approve two users (Bill Miller and George Brown).
  4. Note that the logic for client and users uses "AND" logic. This means that both criteria must be valid for this user to view and approve any users timesheet. Example in the below scenario is this user can only approve timesheets for Bill Miller and George Brown only if these two users have logged time for a task in client Blue Client.

Screenshot

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