Overview
Each employee is assigned a Time/Expense Approver and Alternate Time/Expense Approver (as appropriate) via HR>Employees>Accounting/Rates tab. As an approver you have the ability to review and subsequently approve or reject an assigned employee’s expense sheet.
Understanding Filters
When browsing to the Approvers applet, you’ll be able to filter your list of items using the following filters
| • | Time/Expense Sheet Status - Submitted, Unsubmitted or Both Submitted and Unsubmitted |
| • | Time/Expense Sheet - Time, Expense or Both Time and Expense |
Understanding Card/Grid Icons
Approver applet uses icons to designate key information and present calls to action for the items displayed.
| • | Submitted Status- X = Unsubmitted, Check = Submitted |
| • | Type - $ = Expense Sheet, Clock = Time Sheet |
| • | Mail Icon - Click to email a reminder to submit a timesheet. Note, this will appear if tracking the employee’s Work Email via HR>Employees. |
| • | Arrow Box - Click to review details of the Time/Expense Sheet |
How to Approve Time and Expense with InFocus Web
Time and Expense Sheets can be reviewed for approval in InFocus Web by completing the following steps.
| 1. | Browse to Approver using the hamburger menu (upper left) |
| 2. | Filter the results as appropriate using filters and search |
| 3. | Review items listed for each employee |
| 4. | Select the item(s) you wish to Approve/Reject |
| 5. | Click Approve or Reject as appropriate |
| 6. | Click Confirm to confirm the approval/rejection. |
Note When approving/rejecting you’ll be presented with a reminder that On Approve or On Reject Actions (configured via UT>Custom Reports) will not be processed but that On Approve or On Reject Events (configured via AD>Event Manager) will be processed. This is noted for firms leveraging those technologies.
Field Descriptions
Note Items listed here are presented as icons when viewing from a mobile device. Mobile view icons are listed below in parenthesis. Certain options will be accessed from the side bar when working in full app view.
Filters
| • | Time/Expense Sheet Status (gauge icon left) - Options include Submitted, Unsubmitted or Both Submitted and Unsubmitted |
| • | Time / Expense Sheet (gauge/time/expense icon right) - Options include Time, Expense or Both Time and Expense |
| • | Employee Search - Filter results by employee |
Buttons
| • | Approve - Approve selected Time/Expense Sheets |
| • | Reject - Reject selected Time/Expense Sheets |
| • | Refresh (mobile view only) - Refreshes the applet |
Approver Cards / Grid (full app view)
| • | Submitted Status - Indicates Time/Expense Sheet status |
| • | Type - Indicates Time or Expense Sheet |
| • | Mail Icon - Listed for Unsubmitted Time Sheets.Click to email a reminder to submit a time sheet. Note, this will appear if tracking the employee’s Work Email via HR>Employees. |
| • | Name / Period - Name of Expense Sheet or Time Sheet Period. Click to review details of the Time/Expense Sheet (mobile view) |
| • | Arrow Box (full app view only) - Click to review details of the Time/Expense Sheet |
| • | Amount / Hours - Total Amount of the Expense Sheet / Hours on the Time Sheet |
| • | Check Box - Use to select one or many Time / Expense Sheets to approve or reject |
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