Approvers Workflow

Overview

Time and Expense Sheet approval follows this basic workflow.

Standard Approval Workflow

1. Time/Expense is Submitted

2. Time/Expense is reviewed via PR>Approvers

3. Time/Expense is marked Approved or Rejected

 a. If Rejected, the Time/Expense Sheet is sent back to the employee for edits.

Line-Item Approval Workflow

For firms who elect to deploy line-item approvals, the workflow would be expanded as follows.

1. Time/Expense is Submitted

2. Time/Expense is reviewed via PR>Approvers

3. Time/Expense lines are each Approved or Rejected

 a. If Rejected, the Time/Expense Sheet is sent back to the employee for edits.

5. Once all lines have been approved, the Time/Expense sheet can be marked Approved or Rejected

 a. If Rejected, the Time/Expense Sheet is sent back to the employee or edits.