Approvals are an important feature for project managers or account managers. It allows you to review all the time and activities logged against a job, make any important adjustments and then "approve" a portion of work for invoicing. This is very handy when you want to filter out any unapproved work for Invoicing. This feature is only available on the Premium version of Accelo.
Using this guide, you can:
From the View screen, select Tools from the gray toolbars, and from the drop-down select Approve Work. In the following examples, we'll be providing screenshots for approving a Project, but Ticket/Issue approvals will share the same functionality.
From the insight section, you can actually confirm how much time has already been approved for this job. The advantage of approving time is you can produce an invoice with an amount specific to the approved time; this is great for progress invoicing.
Once approved time has been invoiced, then it will no longer show in the Approved time section but will instead show under the Invoices tab.
The Approval screen is deceitfully simple. It actually has a lot of function and power beneath it's modest appearance. With a quick look you can easily see amounts you've Invoiced, a breakdown between approved/unapproved time, and statuses of all objects.
You'll notice there are a lot of segmented 'blocks' which Activities are listed under to approve. It's broken down under the Project and it's various milestones. Whether it is a Project or Milestone block, it'll function similarly, so we'll be going into detail on an example Milestone block below.
This block provides several features for tidying up the work logged which we'll go into detail below broken down by sections.
The first part of the Approval blocks is the Overview. This breaks down where the work under each section (Milestone/Project) is currently sitting.
Each row will hold the same information and options consistently through each Block.
These sections breakdown where the Activities/Work is currently logged.
So now that you've learned how to read the screens, time to see what you can do to manage the work.
The are three methods to marking activities as Approved, or Unapproved.
Instead of utilizing the Approval Screen to manage your activities, you can also dig into each entry on a more micro level of management. Simply click on the Edit Icon to get access to each activity, which will give you a summary of the Parent Object, Owner, and Date of Creation along with some configuration options.
Be sure to save your changes!
In each row, you can change all Activities under a Task to be Billable or Non-Billable by utilizing the icons between the two columns for them. The icon appears on hover over for each option.