Approvals Page

If your client organization is using approvals and if an item is assigned to you for approval, you can view assigned items on the Approvals page. Approvals are required sign offs on specific items in the request/engagement workflow.

Note: Billing items such as timecards and expenses are routed for approval on the Time + Billing page. For more information about approving billing items, see Time + Billing.

Note: You cannot submit an item for approval unless an approval workflow is active for the client organization. For more information about activating a workflow, see Add an Approval Workflow.

The page displays your approval items other than billing items, categorized by type of item. Each item category appears on a tab. Items in the table appear with a quick overview of the details that need approval (amount, date, and so on). To view full details, click the blue text of the item in the Approval column. The application opens the request/engagement's Approvals tab. In this view, you can approve/reject an item, leave a comment, contact an approver with a reminder email.

For more information about reminder emails, see Send an Approval Reminder Email.

You can search for items by job title, worker name, or project name. You can also filter the table by items assigned to you, or by items delegated to you by another manager. Use the and buttons to reject or approve each item.

You can view the approval history on the History tab. Clicking on items in this table opens the request/engagement Approvals tab, where you can expand an approval item to view individual approver actions.

Note: When reviewing items to be reviewed, you can choose to withhold action for an item by clicking the

to skip to the next approval item assigned to you.