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Hi guys,
we're using TEMPO (v8.1.3) and we'd like to set up an approval process per accounts (billed hours on monthly period). Aim is, that only Account Lead could approve those hours per account.
Is there please a way how to set it up? (or at least, where we can find the approval log - who has approved time per account ?)
We have several accounts per team (every account usually belongs to a different lead). Therefore Account leads have 'Approve timesheet' permission and can approve all accounts, which is not desired.
Hi Petra,
Here's a great video that explains the Account approval process: http://tempo.io/training/tempo-timesheets-approve-accounts-for-billing/
Unfortunately there's no account approval log, just as explained in the video when an account has not been approved it's status is indicated with a red dot and when it has been approved it's a green dot.
I hope this helps.
Best regards,
Sigrún
Tempo
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