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:
- Go to Main Navigation > Sales Management > Client Billable
- Click the Customer Approval tab
- Choose the Customer, Contract, and Project
- Click Search to view a list of users with items associated with the selected customer
- Use the Expand icon next to the user to view the individual items
- Click the View icon next to an item to view the details
- By default, all items are selected. Deselect any item you do not want to send to the Customer
- 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.