Turn On Approvals in Account Settings
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You can enable approvals for time, expenses, or both. Only adminstrators can enable approvals.
- To enable approvals go to Account Settings and scroll down to Approval Workflow.
How Approvals Affects Incurred Hours and Amounts
After you enable approvals for time entries, a new option for Incurred Hours and Amounts appears: Approved hours only. This allows you to limit incurred hours calculations to approved time only.
Bulk Approve Past Time & Expenses
The first time you enable Approvals, you might want to approve all past time and expenses up to a certain date.
To bulk approve past time and expense entries:
- In Account Settings, scroll down to the Approval Workflow section and then click Bulk Approve.
- Select Save and Continue.
- On the Bulk Approve page, select the options you want to use. You can approve all time entries, expense entries, or both up to and including a date you choose.
- Select Approve all.
Double check your selections; Bulk Approve cannot be undone.