Approving time: by week or by line?
Choose a flow
Situation
Staff log a week of project time; manager and PM must approve.
Recommendation
Managers approve the week at /time-tracking/approve; PMs approve lines when T&M billing is needed.
Why
With cascade on, approving the week marks lines approved. A T&M Invoice takes only approved + billable + not-yet-invoiced lines; if weekly approval is mandatory the week must be approved too. If the line-cascade switch is off, project time does not reach payroll until lines are approved.
Steps
- Staff log Entries and Submit the Timesheet.
- The manager approves at /time-tracking/approve (someone else approves).
- The PM approves lines in the Time logs tab if needed.
- Finance creates the T&M Invoice from eligible lines.
Avoid
- Approve your own time.
Roles & permissions
Employee (timesheets:write); manager; PM; Finance.