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.

Before you begin

  • You must have administrator access to Professional.

Steps

  1. In the left navigation pane, select Settings  Processes.

  2. Locate the timesheet or expense process to update.

  3. From the actions menu on the right, select the External Approve Timesheet or External Approve Expense task, and add it to the process.

  4. 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.

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