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. Approving timekeeper rates can only be actioned by Admin users.
📌 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.
✅ How to Approve a Previously Rejected Timekeeper Rate
🔄 To approve a rejected rate, go to the Rejected tab and locate the rate.
✔️ Click the ✓ checkmark next to the timekeeper’s rate.
🔹 The status will change from "Rejected" to "Approved".