Multi-Level Approvals

Add Review and Approval Teams in Multi-Level Approvals

  

Choose up to three levels of approval when you use Multi-Level Approvals, a time and expense review process for Premier subscribers. Pro users get one level of approval.

Multi-Level Approvals offers a thorough review process before time and expenses are billed to the client and/or are posted to your accounting system. This article explains how to assemble and edit your team of approvers for time and expenses. The process is the same for both.

First, let’s get to Multi-Level Approvals. Then, we’ll show you how to add and edit your review team.

  1. Click My Company...Pending Approvals from the navigation bar.

  2. Click on the hyperlink Add Timesheet Review to your workflow. For the purposes of this article, we’re adding a team to review timesheets. Follow the same process to add a team to review expenses, using the prompts on the Expense tile.

  3. Click on the red triangle under one of the approver headers, and a picklist of options will populate.

  4. Select a reviewer from the picklist. Notice that you can choose specific staffers, roles, and departments.


    Select one option for each category, for up to three categories.


    NOTE: A staffer who is a team lead and finance admin will override the approval process and it’ll skip to the designated final approver (in the above example this would be Ben).


  5. Click Save to save your work.


    To edit your approval team, navigate back to My Company...Pending Approvals. Your Timesheets tile will look like the image below. Click Edit Settings on the Timesheets tile to make a change.


    Make your edits, then click save.

 

Where to Go from Here:

FAQ Invoice Review and Approvals

DCAA Timesheet Review/Approval

Was This Helpful?