Web Suite’s built-in submit-approve feature enable timekeepers to follow company policy and submit expenses to a client manager, project manager, employee manager or a specific person. After being submitted, Web Suite notifies the manager or reviewer about those entries via the Home page or email.
A chain of reviewers can check time and expenses before a final reviewer approves them. You must review time and expense entries no less than once a week to avoid write-offs due to fuzzy memories. Sometimes this process is called ‘posting’ or ‘releasing work-in-progress’. Only approved expenses are available for billing even though you can charge them against a budget or contract amount (if made a part of it).
You can track the entire submit-approve process for expense entries from the Workflow event-tracking screen.
This section covers the following tasks: