Edition: Professional, Business, Enterprise
User-level: Project Manager and above
Previous steps: How to enter a timesheet
Approving WIP from the transaction screen of a Project will help keep you on top of staff timesheets and your invoicing. Here's how to either singularly or bulk approve staff timesheets from the transaction screen of a Project.
Approving WIP in the transactions screen
From a Project, click Project dropdown > Financials > Transactions.
Click the filter icon at the top left.
Expand the Status filter.
Tick Unapproved WIP, and click the Apply filter button at the bottom of the panel.
The list will now show Unapproved Transactions only.
Select all the transactions you would like to approve by using the check boxes on the left.
Click the ellipses button at the top left of the screen and select Approve WIP.
Individual transactions can also be approved by hovering over the end of the transaction row, clicking the ellipses and then selecting Approve from the row action menu.
Tips!
Using the Unapproved WIP filter allows you to easily select all transactions that need to be approved.
Where to next?
What other features does this relate to?