Approval status
Approval status records where each time entry and expense stands on its way to the invoice: not submitted yet, waiting for approval, approved, rejected, or invoiced. Firms that review hours before billing use it to see what is still waiting. Approval status is EVX Software's suggested name for this dimension; its system default name is Timesheet Status.
Jump to:
- What approval status organizes
- The statuses
- Change the status
- Filter by status
- Setting it up for your firm
- Example: Friday approvals
What approval status organizes
In EVX Software's suggested setup, these records carry an approval status:
- Time entries
- Tasks
- Budgeted expenses and Actual expenses
A new record starts as Unsubmitted, the default value.
The statuses
| Status | Meaning |
|---|---|
| Unsubmitted | Recorded, not sent for approval yet. |
| Submitted | Sent for approval. |
| Approved | Approved by a reviewer. |
| Rejected | Sent back to be corrected. |
| Invoiced | On an invoice. |
Each status has a name, a color, a description, and an Allow recalculation setting.
Change the status
In the Time tab, select entries and use Bulk actions. You use Submit and Unsubmit on your own entries. Approve, Reject, and Invoice are for reviewers with approval permission, so nobody approves their own hours. See Submitting time.
What you can choose depends on your role and permissions.
Filter by status
Show Approval status in the left panel with View more if it isn't there, then select a member to narrow every tab to its records. Combine it with other members: select Submitted and Time to see the hours waiting for your approval. See Filter with dimensions.
Use it to find the hours waiting for you.
Setting it up for your firm
- Keep the five statuses if your firm approves time; they match the bulk actions. Which status each action sets, and who can approve, are in Approval workflows.
- Your name › Settings › Dimension options holds the dimension's name, its member fields, and the forms that show it. See Setting up dimensions.
Example: Friday approvals
On Friday afternoon, a project manager selects her project and Submitted in the left panel, then opens Time. She reviews the week's entries, approves the correct ones in one action, and rejects one entry recorded on the wrong task, which then shows as Rejected.
What you can do next
- Submitting time for how time is submitted.
- Dimensions for how dimensions work together.
- Setting up dimensions for the steps in Dimension options.
- Approval workflows if you're an administrator setting which status each action sets.