About External Approval

The External Approval feature allows organizations to route timesheet and expense approvals to people outside the Beeline Professional platform. These external approvers do not need to be Professional users, but they can still review and act on approval tasks.

This feature extends approval capability beyond internal users, provides a secure and straightforward way for external participants to contribute to business processes, and reduces delays by supporting alternate approvers.

How it works

When an approval flow requires external input, the system sends the designated external approver an email with a secure link. The link opens a page where the approver can:

  • View timesheet or expense data.

  • Approve or reject the request.

The approval flow pauses until the external approver makes a decision or the task times out.

Approver options

  • Primary and alternate approvers: A primary approver is assigned, and an alternate can be set up in case the primary approver does not respond in time.

  • Secure access: Approvers receive a secure, time-limited link via email. If access expires before the task is completed, the system can resend an updated link.

  • Auditing and tracking: All external approver activity is tracked for security and compliance purposes.

External Approval setup process

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