Feature Requests

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Report to Show Time Approvers for All Matters

Efficiency and completeness when needing to identify and to change time approvers. Right now, to see who the time approver is on a matter - requires opening each project, going to the general tab, and clicking on manage approvers. Being able to run a report to show time approver(s) for each project would be much more efficient.

  • Guest
  • Aug 12 2020
  • Already exists
How often would you use this request?

Every time a time approver goes on PTO or is otherwise out and time approvals need to be temporarily reassigned. Every time a time approver leaves the company and time approvals needs to be permanently reassigned and the leaving time approver needs to be made inactive in TS. It would also be a helpful audit tool to ensure time approvals are not too heavily assigned to any particular approver.

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  • Admin
    Shoaib Mehmood commented
    26 Oct, 2020 05:05pm

    Thanks Rozan for the suggestion. Have you tried clicking the 'Approve For' button on the Accounts -> Staff Member screen. It shows the full list of matters for which the respective staff member is designated as an Approver and will save you the hassle of opening each project and searching for the approver whose matters need to be reassigned.