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When a person is selected to be notified, they will see an “expense sheets waiting for payment” link upon login.Ī person’s expense approval configuration can be edited on the Person Detail page. In the “Timesheet and Expense Information” section, select an Administrator or Manager from the “notify this person when an expense sheet is approved for payment” drop-down list. To select the Administrator (or Manager) who will receive the payment notification, go to Timesheet and Expense Information under Company > Preferences. Instead of regularly checking the system for expense sheets awaiting payment, this notification feature promptly notifies the Administrator whenever an expense sheet is waiting for payment. Giving them permission to 'Lock and approve expenses' will mean they display as an option as the Expense Sheet Approver, but only Managers who are set as the Expense Sheet Approver for a user will be able to approve/reject their Expense Sheets.Īn email notification can be automatically sent to an Administrator or Manager once an expense sheet has been approved and is waiting for payment. Please Note: In order for a Manager to approve (or reject) an Expense Sheet for someone, they must be set as that employee's Expense Sheet Approver. All Administrators and certain Managers (those with the appropriate permissions) may configure a Manager to approve expenses. Second, the Manager must be specified as a particular person’s approver. If a Manager has permission to review expenses, they can also approve and override expenses. This can be done by configuring the Managerial Permissions area in the Person Detail page (see image below). First, the Manager must have permission to review expense sheets. In order for a Manager to approve a person’s expense sheet, there are two different settings that must be configured. In the Time Entry and Approval Requirements area (located on the Person Detail page), Administrators have the ability to configure themselves as their own expense sheet approver. An Administrator may also override or submit any person’s expense sheet. This is where you can configure the different levels of permissions that this person has for reviewing expenses.Īll Administrators can approve or reject any person’s expense sheet, even if the Administrator is not specifically selected as a person’s approver. To grant Expense access to a Manager, navigate to the Security & Permissions section of the Person Details page.

Please be aware that in order for someone to track Expenses, they must have access to at least one Project for time entry (more details on Project Availability can be found in this guide). Reviewing, Approving, and Rejecting Expense Sheetsįor instructions on how your staff can use the Expenses Module, please see the Using Expense Sheets & Expense Items (web) or Mobile Application Expenses guides. Setting an Expense Approver for an Individual User

Setting up a Manager to Review and Approve Expenses Please see here for our training videos, or use one of the links below to skip to a specific section.

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Read on to learn how to set up and use the Expense features.

ClickTime offers an additional Expenses Module that can be added to your account.

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