Managers review submitted time. Customers approve billable time through a secure link. Approved time can move to a SolaBooks draft invoice when integration and permissions allow.
- Open a project’s Time Approval tab.
- Filter by date, task, or member.
- Select Approve or Reject. Rejections can include a reason.
- In Customer Approval, open the secure link for the customer.
- In Billing, review Ready to bill and draft invoice batches. Select Unbill to return eligible time to the ready list.
Statuses include Draft, Submitted, Approved, Rejected, Pending customer approval, Ready to bill, and Billed. The customer, not the manager, makes the customer approval decision.
Related: Time tracking, Integrations, SolaBooks.