Timesheet System Settings for Line Item Approval

Use the System Timesheet Configuration form to turn on and configure the Timesheet Line Item Approval feature for your entire enterprise. Timesheet Line Item Approval enables principals, project managers, and/or supervisors to review and approve (or reject) individual labor charges entered for their projects in any given timesheet period.

Approvers can:

• Verify that the labor charges are accurate and appropriate for the projects specified.

• View only time charged to their individual projects, not actual employee timesheets.

You can set up line item approval for all projects, only regular projects, only overhead projects, only promotional project, or any combination of regular, overhead, and promotional projects.

Timesheet Line Item Approval vs. Timesheet Approval

Timesheet line item approval is different from timesheet approval. They are two separate approval options that function independently of each other.

• Timesheet Line Item Approval — Use this feature if you want your principals, project managers, or supervisors to approve individual timesheet line entries. This is a system-wide setting.

• Timesheet Approval — Use this feature if you want designated Group or System administrators to approve entire employee timesheets, including all entries on each timesheet. To activate timesheet approval, select Require timesheets to be approved before posting on the Setup tab of Company Timesheet Configuration. This is a company-specific setting.

You can require one of the following:

• Timesheet approval only.

• Line item approval only.

• Both timesheet and line item approval.

• No approval.

If you do not require either type of approval, you can post timesheets with a status of Submitted.

Related Alerts

After you set up the Timesheet Line Item Approval feature, you can set up the following alerts:

• Timesheet Line Item Charge — This alert notifies principals, project managers, and/or supervisors when time has been charged to their projects.

• Timesheet Line Item Rejected — This alert notifies employees when time charges have been rejected by principals, project managers, and/or supervisors.