How to Approve a Timekeeper Rate How to Approve a Timekeeper Rate

How to Approve a Timekeeper Rate

 

Approving timekeeper rates ensures that vendor-submitted rates are reviewed and accepted before they are applied to invoices. Follow the steps below to approve or reject a timekeeper rate.


📌 Steps to Approve a Timekeeper Rate

1️⃣ Navigate to the Timekeepers Section

📍 Go to: Menu > Timekeepers


2️⃣ Find the Timekeeper

🔹 By default, you will see the Pending Timekeepers list.
🔹 Use filters to refine results by:

  • Vendor Name
  • Timekeeper Name

3️⃣ Approve the Timekeeper Rate

✔️ Click the ✓ checkmark on the far right of the timekeeper entry.


4️⃣ Confirm Approval

📌 A pop-up window will appear.
📝 Optional: Leave a comment for internal records or vendor reference.
✔️ Click "Approve" to finalize.


5️⃣ View Approved Timekeepers

📍 The approved timekeeper will now appear under the "Approved" tab.