Feature Overview

The time approval feature modifies the time tracking functionality to prevent the adding of time to a case until the time has been approved. Additionally, it adds the ability to pay all approved fees, using the attached account.

Changes to Time Tracking

When the Time Approvals and Bill Time features are enabled, several core changes to the base Time Tracking functionality will occur.

After logging time to a case, the charges for the time will no longer be added to the case
Time will only be added to the case once the time entry has been approved

Approving Time

After time has been billed, at the interval of your choosing, the appropriate personnel should review and approve the time entries. Time approval can be done by anyone with permission to approve time, and can be done in bulk, ad hoc, by department or in full.

To approve time, navigate to the Time Tracking option in the More menu

Based on your configuration, this option may be in a different location in the menu

You should notice a new data grid action button labeled “Approve Time” above the data grid

If you do not see the button shown above, you may not have permission to the button or the feature has not been enabled. Please contact your system administrator.

Clicking on this button will bring up the time approval dialog.

This screen allows for the user to filter, review and approve time entries.

Only unapproved time entries will be shown on this dialog

Time Approval Dialog Anatomy

The following screenshots highlight the different aspects of the dialog.

Date Filter

The date filter allows for the limiting of what time entries you would like to view. By default the time frame defaults to the oldest and newest unapproved times.

Department Filter

The department filter allows for the filtering of unapproved time entries to a single department or all. By default all departments are displayed.

Work By Filter

The department filter allows for the filtering of unapproved time entries to a single work by department or all. By default all work by departments are displayed.

Selecting Time and Approving Time

To approve time, the time entries shown in the table can be individually selected by clicking on the row or can all be selected via the Toggle All button

After selecting the appropriate entries, the time can be approved by clicking on the Approve Selected and Close button.

This will add the time entries to all of the approved cases.

Billing Time

After the time has been approved and added to the case, the time entries can be paid manually on the case or through the new Bill Time feature.

To approve time, navigate to the Time Tracking option in the More menu

You should notice a new data grid action button labeled “Bill Time” above the data grid

Clicking on this button will bring up the Bill Time Dialog

This screen allows for the user to filter, review and bill approved time entries.

Bill Time Dialog Anatomy

The following screenshots highlight the different aspects of the dialog.

Date Filter

The date filter allows for the limiting of what time entries you would like to view. By default the time frame defaults to the oldest and newest approved times.

Selecting and Billing Time

To bill time, the time entries shown in the table can be individually selected by clicking on the row or can all be selected via the Toggle All button

After selecting the appropriate entries, the time can be billed by clicking on the Bill Time to Accounts button.

This will start the process of paying all selected amounts using the selected pay account.