Regular Users: Timesheet Approval
Some teams choose to add an approval step to provide greater oversight on tracked time and expenses. When you submit a weekly timesheet for approval, this will include both time and expenses tracked to that week. You can continue editing time and expenses after they’ve been submitted, up until they’re approved. At that point, only Administrators can edit them.
You may receive a weekly email reminding you to submit your timesheet for approval. These emails are enabled by your account Administrators, and there’s not a way for Regular Users (or Project Managers) to opt out of them. Automatic weekly reminders are sent out at 4:00 pm (in your account’s timezone) on a set day of the week, and Administrators can send individual reminders at any time.
Submitting your timesheet for approval
Time and expenses are submitted and approved together—it’s not possible to submit or approve only time or only expenses.
- Go to Time > Timesheet or Expenses.
- From Time > Timesheet click the Submit Week for Approval button (lower right corner), then click Yes, Submit Timesheet to confirm. From Expenses, click the Submit for Approval link below the expense timeframe (on the left).
- If you’ve tracked only time, your timesheet will then submit.
- If you’ve tracked only expenses, or both time and expenses, you’ll be taken to a review screen and will need to click Submit for Approval at the bottom of the page to confirm the submission. If you don’t click the Submit for Approval button on the review screen your timesheet will not be submitted. After submission, timesheets can still be edited until they’re actually approved. Approvers will always see the most up-to-date entries.
Approving a timesheet locks the entries for the entire week, so be sure to only submit your timesheet once the week is over!
Making changes to an approved timesheet
If you need to make changes or additions to a timesheet after it has already been approved, you’ll need to reach out to an Administrator in your account. They’ll be able to edit the duration of a locked time entry or withdraw approval from the timesheet to allow you to make more substantial changes.