Important note Retirement of icTime and Retirement of biz on December 29th, 2023

Approval

ictime adds the option of a simple approval process for work logs so that work logs can only be charged if they are approved.


Scope

The scope of approval in ictime is very simple: On a per project base, one or more users are entitled to approve all work logs for this project. Depending on system configuration (see below), work logs that are not approved yet can't be charged - or there is just a warning when creating an account with non-approved work logs.

Please note that approval in ictime

  • is not a timesheet approval (is not related to the user who has created work logs, but to the project)
  • is not triggered by the user or a defined schedule (user is not asking for approval, but approval manager is responsible for running reports and approving work logs for projects they are assigned)
  • does not work with notifications of any kind.

Configure (Global)

You can configure ictime to offer a simple approval process. This is done here: General Configuration. You have the following options:

  • None: Not active, there is no approval option (this is the default setting).
  • Warning: Approval is optional. There is a warning, but work logs that have not been approved can be charged (included in an invoice).
  • Mandatory: Approval is mandatory. Work logs that have not been approved can't be charged (included in an invoice).

Please note that this is a global setting. It applies for all projects.

Approval Managers (Project Level)

If you have activated approval, as a next step, you need to select at least one user as "approval manager" for each project. This user (or these users) are entitled to approve work logs. For details, please refer to Project Approval Managers.

Approve Work Logs (Reporting)

Once a user has been assigned as "approval manager" to a project (see Project Approval Managers), this user will automatically have access to the reporting interface. Reporting will be limited to projects where the user is approval manager. The user can create a report, and there will be an option to approve single work logs or all work logs of one issue (according to the scope of the search/report). For a detailed description, please refer to Approve Work Logs.

Approval and Accounting (Reporting)

Depending on system configuration (see above), work logs that are not approved yet can't be charged - or there is just a warning when creating an account with non-approved work logs. See Charge Work Logs - Create Invoice.