Use
Time Entry Approval in the
Company Approvals submodule in the
Settings module to add new time entry approver roles.
To use Time Entry Approval you must have access to
Settings as defined in User Access Rights under
Settings.
To add a new time entry approver role:
-
On the main toolbar, click
Settings
.
-
If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new time entry approver role.
-
In the left pane of the Settings page, click
.
-
On the grid toolbar, click
Add Role
.
-
In the Add Role dialog box, use the drop-down list to select the role to which you want to add as a time entry approver and click
OK.
-
To edit the
Priority,
Trigger Amount,
Employee,
Limit to Job,
Limit to Client, and
Limit to Billable Jobs fields, double-click on the corresponding field.
Note: You cannot edit the
Trigger Amount,
Employee, and
Limit to Job fields for all time entry approver roles.