Approvals

Approvals help teams review important records before they affect delivery, billing, or reporting.

Navigation

Open Approvals from the main sidebar, or go to /approvals.

Tabs:

• Pending My Approval.
• My Requests: /approvals?tab=mine

What Can Require Approval

Depending on workspace settings, approval requests may exist for:

• Timesheets.
• Time entries.
• Expense reports.
• Invoices.
• Credit notes.
• Resource allocation periods.
• Milestones.
• Statements of Work.
• Contracts.
• Performance improvement plans.
• Service desk changes.

Approval Request Fields

For exact required fields, accepted values, relationships, and validation rules, see Approvals Field Reference.

Field	Meaning
Request type	Record being reviewed, such as invoice, expense, timesheet, credit note, allocation, or milestone.
Requester	User who submitted the request.
Approver	User or role responsible for the decision.
Status	Current review state.
Due date	Optional review deadline.
Related record	The underlying record being approved.

Approval Statuses

Status	Meaning
Pending	Waiting for review.
Approved	Accepted by an approver.
Rejected	Declined.
Returned	Sent back for changes.

Only pending approval requests can be updated.

Decision Rules

Record	Approve	Reject	Return	Where you decide
Timesheet	Yes	Yes	Yes	Approvals
Time Entry	Yes	Yes	Yes	Approvals
Expense Report	Yes	Yes	Yes	Approvals
Invoice	Yes	No	Yes	Approvals
Credit Note	Yes	Yes	No	Approvals
Allocation Period	Yes	Yes	Yes	Approvals
Milestone	Yes	Yes	Yes	Approvals
Statement of Work	Yes	Yes	No	Approvals
Contract	Yes	Yes	No	Approvals
Performance Improvement Plan	Yes	Yes	Yes	Approvals
Change	Yes	Yes	—	Ticket change panel

Use only the decisions supported for that record type. For example, invoice approvals can be approved or returned, but not rejected.

Service desk changes appear in the inbox as Change. Decide them on the ticket, not in the generic approval modal.

Common Workflows

Review Pending Approvals

1. Open Approvals.
2. Review pending requests.
3. Open a request to see details.
4. Choose an available decision.
5. Add a comment when rejecting or returning.

Reassign an Approval Request

If supported by your permissions and workflow:

1. Open the approval request.
2. Select a new approver.
3. Confirm reassignment.

Withdraw Your Request

1. Open My Requests.
2. Open a pending request you submitted.
3. Cancel or withdraw it.

Approve a Performance Plan

1. A manager submits the plan for HR approval.
2. Open the request in Approvals.
3. Approve, reject, or return with comments.
4. After approval, the plan is shared with the employee.

See Internal Operations.

Related Docs

• Time and Timesheets
• Approvals Field Reference
• Expenses
• Invoices
• Credit Notes
• Statements of Work and Contracts
• Statements of Work and Contracts Field Reference
• Submit and Approve a Statement of Work or Contract
• Projects
• Resources and Capacity
• Internal Operations
• Service Desk