Approve Timesheets for Billing

Before invoices are generated, managers must review and approve all time entries for their accounts.

Overview

Approval ensures that:

• All time records are accurate.
• Written-off or non-billable hours are excluded.
• Accounts are ready for invoicing.

Steps

1. Set the Time Tracking Cut-off
   • Prevents new entries while you review existing ones.
2. Review time entries
   • Use Time Tracking → Accounts to open each account.
   • Adjust or write off any incorrect hours.
   • Add missing entries if needed.
3. Mark as approved
   • Tick Approve next to each account.
   • You can approve individually or in bulk.
   • Approved accounts turn green or show an “Approved” status.
4. Verify on the invoicing page
   • Go to Client Invoicing → Invoices for the same date range.
   • Confirm that each approved account now shows status = Approved.
5. Apply Invoicing Cut-off
   • Once all approvals are done, set the invoicing cut-off date.
   • This fully locks the month for billing.

Notes

• Only approved accounts can appear in invoice calculations.
• You can undo an approval before the invoicing cut-off if further edits are required.
• Approvals ensure all PDFs and time allocation reports match the final billing data.