Sending Items for Customer Approval

Sending Items for Approval

Clarity365 allows you to send timesheets and expenses for approval to assigned customers. This creates a second level of authorisation. A timestamp will be added to the comments of a timesheet/expense to show that the timesheet was sent for approval.

User permissions required: Owner, Process Administrator or Manager

Sending Items for Customer Approval:

  1. Go to Main Navigation > Sales Management > Client Billable
  2. Click the Customer Approval tab
  3. Choose the Customer, Contract, and Project
  4. Click Search to view a list of users with items associated with the selected customer
  5. Use the Expand icon next to the user to view the individual items
  6. Click the View icon next to an item to view the details
  7. By default, all items are selected. Deselect any item you do not want to send to the Customer
  8. Click Send to Customer to send an email with a list of the billable items to your customer for approval – you will be able to choose the email address at this point

Please Note, your customer does not need a Clarity365 account to approve billable items. The email will include a secure link to an approval page that your customer will be able to use. Your customer can select/deselect any items they do not wish to approve. Clarity365 will automatically update the status of the items as they are approved.

 

 

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