How do I enable time line and expense approval features?

In « Configuration > General options », “Time and expense control” tab, when you check the box “Possible locking of time lines by collaborators with “approval rights”, this has the effect of:

  • add an “Approved” column in the list of times and expenses,
  • add an “approved” checkbox in the time and expense editing form,
  • add an “Approve” button above the list of times and expenses,
  • add an additional setting in Collaborators > Login and collaborator rights.
Tempolia screenshot: The control options that enable time and expense approval.
The control options that enable time and expense approval.

You can give this or that employee the right of approval (and the administrator also has this right), which allows you to approve times and expenses:

  • either by editing a time or expense line, and checking “Approved”
  • either by selecting N lines and clicking on the "Approve" button above the table => this allows you to approve all the times from such and such a date.
Tempolia screenshot: Approval rights in collaborator access.
Approval rights in collaborator access.

When a line is approved, it can no longer be modified or deleted by a person who does not have approval rights. This person can, however, make other additional entries that may have been forgotten.

Tempolia screenshot: Time lines used for approval control.
Time lines used for approval control.