My Approvals

Via My Work > My Approvals approvers can view, edit and approve/reject timesheets, absence requests, holiday carry over requests, expense sheets, purchase invoices and purchase orders submitted by users. The following information is available when looking to approve submitted data.

Note: The user will either see all timesheet, expense sheet, absence request, purchase invoice or purchase order approvals if they are set as an Administrator for the type, or only for those they are set as the specific Approver for via Admin > Users > User Profiles. See Approval settings overview for further details on general approval settings.

A User Department filter is available to filter the list of approval data by department user's are assigned to.

Field	Description
Type	1. All 2. Timesheet 3. Absence Request 4. Holiday C/Over 5. Expense 6. Purchase Invoice 7. Purchase Order
LastName	User last name
FirstName	User first name
Details	2. N/A 3. Shows the absence request Type 4. N/A 5. Shows the Expense Sheet Net Total 6. Shows the Invoice Number 7. Shows the Supplier
Start Date	2. The start date of the timesheet 3. The start date of the absence request 4. The start date of the holiday c/over 5. The start date of the expense sheet 6. The date of the purchase invoice 7. The first required date on the purchase order
End Date	2. The end date of the timesheet 3. The end date of the absence request 4. The end date of the holiday c/over 5. The end date of the expense sheet 6. The date of the purchase invoice 7. The last required date on the purchase order
Approval Status	Shows whether the timesheet, absence request, holiday c/over, expense, purchase invoice or purchase order is draft, submitted, approved or rejected.
Submitted Date	The date the timesheet, absence request, holiday c/over, expense, purchase invoice or purchase order was submitted
Approval Date	The date the timesheet, absence request, holiday c/over, expense, purchase invoice or purchase order was approved
Mail	Tick the Mail box if you want to e-mail the user related to the timesheet, holiday request, holiday c/over, expense or purchase order

Send E-mail

You can e-mail a user related to a timesheet, absence request, holiday carry-over, expense or purchase order approval. For example, this is useful if a user is behind with their timesheet and you need to send them a reminder. To send an e-mail:

Enter your E-mail Subject below the Approvals table.
Enter your E-mail Text. This is the body for your email.

Note: The email subject and text will be remembered by the system, so that you can re-use it another time – this is particularly useful if you send the same e-mails out all the time.

Tick the Mail box for the relevant approval row(s).
Click Send E-mail above the Approvals table.
Your e-mail will be sent to the users shown in the First/LastName column for that item.

Note: If the intended recipient does not receive the email make sure that their e-mail address is present and correct via Admin > Users > User Profiles. Also check their e-mail spam folder if it is the first time they have received a ProjectMinderTime & Budgets e-mail.

Approvals

Select the Type of data you wish to approve.
Change the Approval Status column to Submitted.
Use the Last Name, First Name, Start Date, End Date and Submitted Date columns to filter the relevant data you wish review for approval.
Click the submitted data to approve.
The submitted data is displayed for your review.
Click Approve.

Unapprove

Select the Type of data you wish to unapprove.
Change the Approval Status column to Approved.
Use the Last Name, First Name, Start Date, End Date and Approved Date columns to filter the relevant data you wish review for approval.
Click the approved data to unapprove
The approved data is displayed
Click Unapprove.

Edit

If you need to correct submitted you can do so by:

Following the steps in Approvals above to point 5.
Click Edit.

Note: If the Edit button is not visible the appropriate options have not been set via Admin > System Settings > Approval Settings.

Make your changes.
Click Save and Close.

Email time sheet reminder

If you need to send an e-mail to the user as a reminder to submit a timesheet you can do so by:

Following the steps in Approvals above to point 5.
Select Email time sheet reminder.