Multi-Level Approvals

Core Features of Multi-Level Approvals

  

What is multi-level approvals in BigTime and is it right for you? This article answers these questions by summarizing several core features of this feature. It’ll also direct you to specific articles to learn more. 

Note: The multi-level approval feature is only available for Premier subscribers. 

Multi-level approvals provide a thorough review process before time and expenses are billed to the client and before they're posted to your accounting system.

This feature allows up to three individuals to review time and expenses for your staff. This new feature provides a thorough review process before time and expenses are billed to the client and/or posted to your accounting system. These extra reviews can catch small, but costly mistakes—like erroneous time entries.

The following roles can do approvals: 

*Staff Managers,

*Project Team Leads, and/or 

*Financial/Administrators.

Any combination of these roles can function as your “primary,” “secondary,” or “final” approval, as reflected in the image below. You can easily add or remove reviews.

 

The Workflow

Each reviewer receives a notification when it’s their turn to examine a staffer’s submitted time and expenses. 

Based on the image above, this is how the multi-level workflow works:

*Staffer submits time and expenses.

*Team lead (primary approval) reviews the submission and approves or rejects it. Once approved, the submission moves to the next stage in the review process.

*Staff Manager (secondary approval) reviews the submission and approves or rejects it. Once approved, the submission moves to the final stage in the review process.

*Financial/Admin (final approval) reviews the submission and approves or rejects it. 

Only approved items will be available for the next approver to review. For example, approved items from the primary level will be available to review on the secondary level. 

Keep in mind that if “Leapfrog Approvals” is turned off, then only approved items will be available for the next approver to review. For example, approved items from the primary level will be available to review on the secondary level.

Where to Go from Here:

Get Started with Multi-Level Approvals

FAQ: Invoice Review and Approvals

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