Time Approval



Time Approval is necessary before time entries appear on Job Cost Reports.  The Time Approval function can also be used to unapprove time and to change a billable rate before time is approved.


To Approve Time:

1.  From the "Time & Resources" menu, select "Time Approval"

2.  All Unapproved Time Entries will appear on the screen and can be filtered using the Employee, Job No, Date, and/or Department search fields.  Use for a drop down list in any field.

3.  To select all entries listed to be approved, click the top box on the left side to the left of department.  To select specific entries, click the box on the left side of each time entry.

4.  When all entries to be approved are selected, click  the approve button and will appear in the left corner of your screen.


To Unapprove Time:

1.  From the "Time & Resources" menu, select "Time Approval"

2.  Use the drop down box to select approved time  only:

3.  Search for the time to be unapproved using the Employee, Job No, Date, and/or Department search fields.  Use for a drop down list in any field.

4.  To select all entries listed to be unapproved, click the top box on the left side to the left of department.  To select specific entries, click the box on the left side of each time entry.

5.  When all entries to be unapproved are selected, click  the unapprove button and will appear in the left corner of your screen.



To Change A Billable Rate:

1.  From the "Time & Resources" menu, select "Time Approval"

2.  Search for the unapproved time entries that require a billable rate change using the Employee, Job No, Date, and/or Department search fields.  Use for a drop down list in any field.

3.  To select all entries listed for a rate change, click the top box on the left side to the left of department.  To select specific entries, click the box on the left side of each time entry.

4.  Enter the new billable rate you want to use to the right of "To:", click and will appear in the left corner of your screen.



Notes:


A time entry will not appear on Job Cost Reports until it has been approved.  However, other time reports can be produced to include unapproved time.


AccountAbility can be set to automatically approved time at the end of each day.  This approval process can be used to post time manually if needed.


Time entries are only notional entries.  They do not create accounting postings until they are billed to a client.