Review & Approval System

We've designed a smart but very simple review system for time, expenses and materials. 
It eliminates paperwork and saves managers' time, but without sacrificing those all-important checks and balances.

Submitting time and expenses

In just one click, your team members can submit their timesheet. The same goes for expenses and materials. Team members can submit to management as soon as they make their entries, or at the end of a day or week - whatever suits your business best.

Review system

 

As soon as a team member has submitted time, expenses or materials, they appear in an approval queue.

  • When Time Approvers log in, they'll see all pending timesheets in an easy-to-manage,
    colour-coded queue.
  • They can view a summary of each employee's week or drill down to analyse each line – checking projects, tasks and values in detail.
  • They can then approve or reject any individual time entry, or approve a full day or week in just 2 clicks.
  • If a time entry is rejected, managers can add a note for the employee.
  • Within their personalised dashboard, an employee can clearly see the current status of their submitted time (pending, approved or rejected – with notes as to why).
  • As soon as time is approved, it is automatically queued for invoicing, and it becomes data from which performance reports, heat maps and more are generated.
  • The expenses queue and materials queue works in exactly the same way.

Automatic approval

If review is not necessary in your business, you can set Procision+ to automatically approve all timesheets, expenses etc. from all staff.  

Alternatively, you can choose specific staff whose timesheets are automatically approved, while others require manager review.

 

Book a live demo of Procision+ job tracking software and project management software. We’ll show you how much easier it can be to process timesheets and expense claims.