Approvals

Approvals

This guide covers reviewing and approving timesheets and expenses in Octayne PSA.

Reviewing Submitted Timesheets

1. Open the Navigation Menu and select Review Time & Expenses.
2. Select the Time Entries tab.
3. Locate the weekly timesheet you want to review and select Open.

[Screenshot: Review Time & Expenses page with the Time Entries tab active and a list of submitted timesheets]

1. Review the time entries for accuracy.
2. Use the Status dropdown on the timesheet to select Approve or Reject.

Tip: You can add comments before rejecting a timesheet so the submitter knows what needs to be corrected.

Configuring Compliance Review

Compliance review rules automatically flag time entries that fall outside your organization's policies.

1. On the review page, select Settings at the bottom right.
2. Toggle the review rules you want to enable or disable.
3. Select Save.

[Screenshot: Compliance review settings panel with toggleable review rules]

Enabled rules take effect immediately and will flag entries on all future reviews.

Note: Compliance rules apply organization-wide. Coordinate with your team before enabling or disabling rules.

Reviewing Compliance-Flagged Items

When compliance rules flag time entries, you will see flagged issues highlighted on the review page.

1. Select a flagged issue to view the details.
2. Make any necessary manual adjustments directly on the entry.
3. To move through multiple flagged issues without making changes, click Next.

[Screenshot: A flagged time entry with the adjustment fields and Next button visible]

Tip: Address all flagged items before finalizing approvals to ensure your records stay compliant.

Reviewing Submitted Expenses

1. Open the Navigation Menu and select Review Time & Expenses.
2. Select the Expenses tab.
3. Review the submitted expense entries.
4. Use the Status dropdown on each expense to select Approve or Reject.

[Screenshot: Review Time & Expenses page with the Expenses tab active and the Status dropdown expanded]

Note: Rejected expenses are sent back to the submitter for revision. Approved expenses become available for invoicing.