WorkGuru provides functionality to automate timesheet signoff from your client if your workflow requires it.
Prerequisites
- The Timesheet Approval function has been activated on your tenant. Contact the WorkGuru team to enable this functionality
- The project contact has a default email address.
- Project timesheets are draft.
How it Works
You know when the client timesheet approval function is active when you will see the Send Timesheets to Client for Approval button in the project detail's Time tab
When you click the Send Timesheets to Client for Approval button, it will send a notification to the email address of the project's contact to authorise the projects DRAFT timesheets.
Clicking on the link in the email notification will prompt the client to approve the project's draft timesheets.
Once approved, a confirmation email will be sent to the approver, the project manager and the project itself (In the Notes tab).
