How Do I Approve Time Entries?

BillQuick Online automatically routes time entries to the person responsible for reviewing and approving them. The next time a reviewer logs into BillQuick Online, it will remind him or her via the Dashboard or email that time entries are waiting for review. Alternatively, a reviewer can use the Reviewer screen to view as well as approve time and expense entries for multiple projects, clients, etc. Managers can view and track submit-approve status of all time, expense, invoice and other data in BillQuick Online from the Workflow screen.

Managers, directors and CEOs always want all their time to be approved. To approve time entries automatically for all users, check the ‘Approve Time Entry Automatically’ option in Global Settings-Time & Expense screen. If you want to approve time entries only for a specific project, activate the Auto Approval TE option on the Project-Details screen.

To approve submitted time entries:

1. Check your Dashboard for submitted time and click to open the entries in the Sheet View.
2. Review the hours, bill rates, memos and other information as needed. If you have appropriate security permissions, you can edit time entries. 
3. On the grid, select the entries to approve and click Submit. Choose the Approve option.
4. You can also send entries to another person for further review (a review chain) or reject one or more entries by choosing the desired (Submit or Reject) option. When a reviewer approves or rejects a time entry, the timekeepers receives an email notification about it.

When you reject entries, you have the option of sending a message to the users. They will receive it the next time they log into BillQuick Online. The Workflow screen enables you to reference the rejected entries.

5. When you have finished, click OK to close the screen.
6. For timekeepers to be able to approve their own time entries, they must have both ‘Allow to Approve time entry’ and ‘Allow Approve My time entries’ security permissions.