Time Approvals

Before time entries can be invoiced, they go through an approval process. This ensures accuracy and prevents billing errors.

Approval Workflow

Staff submits → Manager reviews → Approved (or rejected)

Submitting Time

1. Staff records time entries (status: Draft)
2. At end of day/week, staff clicks Submit on their entries
3. Entries move to Submitted status

Reviewing Time

1. Manager navigates to Time Tracking → Approvals tab
2. Reviews submitted entries:
   • Entity and service correctness
   • Hours and descriptions
   • Rate applied
3. For each entry or batch:
   • Approve — entry becomes billable WIP
   • Reject — sent back to staff with reason

After Approval

• Approved entries cannot be edited without unapproving first
• Approved entries appear in WIP and are available for invoicing

Bulk Approval

Managers can approve multiple entries at once:

1. Select entries using checkboxes
2. Click Approve Selected
3. All selected entries are approved simultaneously

Approval Permissions

Role	Can Submit	Can Approve	Can View All
Staff	✅	❌	Own only
Account Manager	✅	✅ (own team)	Own team
Partner	✅	✅ (all)	All
Principal	✅	✅ (all)	All

Rejection Note

When rejecting a time entry, the manager must provide a reason. The staff member sees the rejection note and can:

1. Edit the entry to correct the issue
2. Re-submit for approval

Auto-Approval

Practices can enable auto-approval in Settings for:

• Entries from Partners/Principals (trusted roles)
• Entries below a configurable hour threshold
• Recurring fixed-fee entries