Setting up External Approve tasks in processes
You can configure timesheet and expense approvals by adding the External Approve Timesheet/Expense task to a process. This allows users with no access to Beeline Professional to review and act on approval tasks.
Steps
-
In the left navigation pane, select
. -
Locate the timesheet or expense process to update.
-
From the actions menu on the right, select the External Approve Timesheet or External Approve Expense task, and add it to the process.
-
Enter the task details, and then select Apply Changes.
Result
When a timesheet or expense notification enters the system, the external approver configured for the engagement receives an email with a secure link to a page where they can review and approve tasks. After the approver takes action, the process continues to the next step.
The link sent to the external approver is time-limited. If it expires before the task is completed, the system can resend an updated link. |
For more information about processes, including how to create or update them, see About processes.