Approve Work Screen - Updated for Tickets & Issues Module

12-Jan 2015
Hugh

What is the Work Approval process?

It's an optional step when managing an issue (or retainer, or project) which enables the user to review, edit and approve activities for invoicing. Even if you don’t want to invoice for that issue, it’s handy for spotting time entry mistakes or moving some time to be non-billable.

You can move activities around between the issue and it’s sub-tasks too - handy when users forget to put time against their tasks.

issue approve new2


Note: Time approval/management features are only available in Accelo Premium modules.

Why did it change?

Ultimately, it was technology that forced us to abandon the older style approval tool. For some time we applied band-aids to keep it going, but it was finally time to bite the bullet and let this older one go:

issue approve new1

 

Fortunately we already had the newer style Approval tool already in use with Projects and Retainers, so were able to “drop it in” with some minor adjustments.

As Accelo has evolved we’ve found ourselves in a very competitive landscape, where we have to embrace new web technologies. These ensure Accelo maintains browser performance, and unlock powerful new user interface features which customers begin to demand!

Angular JS is one particular technology we’re embracing, and as such some older screens just aren’t compatible. When we first started using Angular, we were overhauling some major areas - Projects and Retainers - so it made sense to upgrade the Time Approval tools there. With our latest Angular library upgrade, the older approval tool (only found in the Issue module) became completely unusable.

What’s better about it?

1.  Tasks on each issue/ticket are now visible in the approval screen - so any activities linked to a task are now grouped accordingly.

2.  Changes are now saved automatically, in-line, so you can see all the data in real-time.

3.  Consistency: This screen is almost identical to the approval tool used with the Projects module and the Retainers module. One significant change here: If an issue is linked to a retainer, you'll need to use the Retainer Approval process to review the activities. Fortunately there is a handy link from the Issue Approval screen regarding this.

approval noticea

issue approve new34.  More activity editing features, including:

  • Rates can be edited per activity

  • Activities can be approved individually

  • Easily unapprove specific activities for further editing.

5.  More details for invoiced activities, such as:

  • Manually move activities to the "invoiced" status - very handy if an issue was invoiced for up-front.

  • See invoices already created for the issue

  • See all activities that have been invoiced.

issue approve new4

 

Will it get more coolness?

Yes! Because it’s running on new technology, it is much easier to extend..

  1. Issue Expenses will soon be available for approval within this screen

  2. Approving multiple issues/tickets at once (per client) will also be possible in the future!

Can I use the old approval tool?

Unfortunately no - with the new AngularJS technology running, the old screen is not operational so we can’t leave it there as an alternative.

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