Reviewing Time Entries
Before time entries can be invoiced or paid, they must first be reviewed and approved. This article will walk you through how to review time entries.
Time entries must be marked Approved by all time reviewers before they can be invoiced or paid and all time entries must have at least one time reviewer. Time entries that are not marked as Approved will be ignored when generating invoices or payroll.
Step-By-Step Instructions
1. Click on Timesheets in the Main Menu
2. Click on Review Time Entries in the Submenu
Next, click on the Review Time Entries button, located in the sidebar.
If you do not see the Review Time Entries button, it is because you are not configured to be a time reviewer.
3. Find time entries that need reviewed
Time entries can either be reviewed individually or many at one time. Use the search filters at the top of the screen to narrow results by a certain user, date range, client, or prospect.
By default, the time entries shown are pending review; checking the "Show uninvoiced and unpaid entries approved by you" checkbox filter will display time entries that have been previously approved by you (but there may still have other users that need to approve the entry). Once an entry has been paid or invoiced, it will no longer be displayed on the time review screen at all.
4. Approve or reject time entries
Either click the eye to approve each time entry individually or check the boxes of multiple time entries and click the Approve Selected button to do a batch approval or the Reject Selected to do a batch rejection.
If you choose to review each entry individually, you will be presented with a read-only view of the entry.
Here you can choose to approve the entry, reject it, clear your previous review, or view the timesheet that the entry is on where you'll be able to edit the entry if you have the appropriate permission.
If you reject an entry, you will be asked to enter a reason for the rejection, which will be sent to the user that made the time entry so that they know how to fix it.
Entries that you have approved or rejected will have their status updated in the grid and entries that have been edited after they have been rejected will be shown as "Updated," letting you know that they are ready to be re-reviewed.
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