Disbursements

Completed Timesheets and Disbursements can optionally be set to require approval by a designated P2 user. Timesheets and Disbursement s are queued for approval. A CRM workflow task can be set-up to alert Approvers that a record is available for approval. P2 allows a substitute Approver to take responsibility for this process in the event of the absence of the regular Approver. A time sheet can also be generated for an absent member of staff by another staff member (subject to security permissions).

The Approver can accept the timesheet (or timesheets) in summary or by Timesheet line, can reject lines or whole timesheets and set them for re-submission, and can also modify the detail on a time sheet (description of work, time charged, client project charged and whether the time is chargeable or not).