Feature reserved for the accounting firm's practitioner

How do I know if time approval is activated?

To find out whether time approval is activated, check that a colored icon is displayed to the right of the line in the list of weeks on the timesheet.

This icon represents the status of the week:

If approval timesheet is not activated and you wish to set it up :

see article: "How do I configure time approval for the timesheet?"

What are the steps involved in time approval?

The time approval process works as follows:

• the practitioner submits the times for the week and can no longer modify them
• the approver receives a weekly notification by e-mail on Monday

• the approver can:
  • approve the week's times and, if they wish, send an e-mail notification to the practitioner with a comment
• 
  • reject the week's times and send an e-mail notification to the practitioner giving the reason for the rejection
• 
• 
  
• in the event of refusal:
  • the practitioner is immediately informed by email
  • the practitioner can see the reason for refusal directly on the week's timesheet
  • the practitioner can modify the week's times again and submit them again

How do I submit the week's times for approval?

To submit the times for approval :

• Click on the week
• Click on the "Submit times" button

• Click on "send times"

• An information banner is displayed to confirm that the times have been sent for approval

How do I know if the week's time have been approved? 

Pour connaître le statut de la semaine, il suffit de regarder l'affichage de l'icône droite de la ligne sur le liste des semaines de la feuille des temps.

To find out the status of the week, simply look at the icon on the right of the line in the list of weeks on the timesheet.

When the week is approved, a green tick is displayed.

How do I know if the week's times have been rejected?

When a week has been rejected, a red cross is displayed to the right of the line in the list of weeks on the timesheet.

If a rejected week is not displayed, an information banner is displayed to indicate this. You can click directly on the month to access it.

You can read the refusal comment by clicking on the red cross of the rejected week.