Line-Item Approval

Overview

When approving Time / Expense Sheets in InFocus, by default all associated lines-items are also considered approved. Similarly, when rejected, all line-items are considered rejected.

For firms that wish to more tightly govern their Time and/or Expense Sheet approvals, InFocus optionally supports line-item approval.

When enabled, all lines on a Time / Expense Sheet must be approved prior to approving the full Time / Expense Sheet.

So, for instance, if there were ten line-items on a Time Sheet and only nine had been approved, the Time Sheet would not be eligible for approval until all ten lines had been approved.

Enabling Line Item Approval

To leverage line-item approval, the feature must be enabled and configured via AD>Global Settings. As described below, certain Force Options can be granted to approvers via special rights.

Force Options

For scenarios where line-item approval requirements need to be overridden, InFocus makes force options available via specials rights (AD>Permissions). Force options exist for Approve, Submit and Reject.

Approver Additional Tabs

Once enabled, InFocus exposes two additional tabs in the Approvers applet specifically used for managing line-items.

Approvers can leverage each tab to review and approve/reject line-items as appropriate.

Projects and Line-Item Approval

When using line-item approvals, InFocus exposes an additional project setting that governs whether a project is subject to line-item approvals and (if so) how approvers are defined.

Projects can be configured with the following options via PA>Projects>Members tab.