Work hour approval can be enabled in Settings > Time & expenses. When taking the feature in use you can choose if work hours need to be approved before invoicing. This way you don’t accidentally invoice work hours before they are approved.
Work hour approval is available in Business, Platinum and Enterprise editions.
| KPI figure | Formula |
|---|---|
| Approval is required before hours can be invoiced | Hours that don't have status approved cannot be invoiced. |
| Approval is required, but hours can be invoiced before they are approved | All billable work hours, that have not been marked as Not reviewed, can be invoiced. |
When work hour approval is enabled, you should first check both permission profiles and individual users and give the appropriate approval permissions. There are separate permissions for users who are managing users (such as supervisors or head of departments) and for users who are project owners. It is possible to give permission combinations of these, for example permission to accept hours of own employees and own projects.
Approving hours can be done in two different views depending on how detailed information you need when approving the hours:
- Grouped report
- List report
These reports can be accessed via the top navigation or from Reports.
If you approve hours by mistake, you can change their status back to Not reviewed using the same reports. When using the grouped report, change the Value from Approved to Not reviewed and use filters to find the specific entries. When using the list report, change the Approval status filter from Approved to Not reviewed.
Keywords: work hour approval, time and expenses settings, billable work hours, approval before invoicing, permission profiles, supervisor approval permissions, project owner, grouped report, list report, approval status
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