Record Approval vs Line Item Approval
In the Approval Center, you can select either record or line item approval for timesheets and expense reports.
Timesheet or expense report record approval and their associated line item approval are two separate approval options that function independently of each other.
- Use line item approval to require principals, project managers, or supervisors to approve individual line entries before timesheets or expense reports can be posted.
- Use timesheet or expense report approval to require a Group, Company, or System administrator to approve timesheets or expense reports for each employee at your firm before they can be posted.
Your system administrator can require any one of the following:
- Record approval only
- Line item approval only
- Both record and line item approval
- No approval