About Time and Expense Approval Types

The Time Approval Type and Expense Approval Type fields on the Project Policies screen are used to specify the appropriate Beyond Software interface(s) for time and expense entry and approval in your organization. This table describes the result of your selection in each field. User access to the screens and pages listed here depends on applicable permissions.

Time Approval Type Setting	Expense Approval Type Setting	Description
Standard	Standard	Both Beyond Client and Beyond Mobile can be used for entering and approving time and expenses. These Client screens, on the Projects menu, are enabled for use by workers with applicable permissions: Timesheets Weekly Timesheets Expense Reports Time Approval by Project Expense Approval by Project These Mobile pages are enabled for use by workers with applicable permissions: Time - Portrait Time - Landscape Pending Expenses Expense Reports Time Approvals Expense Approvals
Advanced	Advanced	Only Beyond Mobile is used for entering and approving time and expenses. All Mobile pages listed above are enabled for use by workers with applicable permissions. These Client screens become view-only: Timesheets Weekly Timesheets Expense Reports Time Approval by Project and Expense Approval by Project screens cannot be accessed at all in this case.

Time Approval Type Setting

Expense Approval Type Setting

Description

Standard

Both Beyond Client and Beyond Mobile can be used for entering and approving time and expenses.

These Client screens, on the Projects menu, are enabled for use by workers with applicable permissions:

Timesheets
Weekly Timesheets
Expense Reports
Time Approval by Project
Expense Approval by Project

These Mobile pages are enabled for use by workers with applicable permissions:

Time - Portrait
Time - Landscape
Pending Expenses
Expense Reports
Time Approvals
Expense Approvals

Advanced

Only Beyond Mobile is used for entering and approving time and expenses. All Mobile pages listed above are enabled for use by workers with applicable permissions.

These Client screens become view-only:

Timesheets
Weekly Timesheets
Expense Reports

Time Approval by Project and Expense Approval by Project screens cannot be accessed at all in this case.

Note: It is possible, but not common, to set one of the time and expense approval types to Standard and the other to Advanced. In this case, the function set to Standard can be performed using both interfaces and the function set to Advanced can be performed using only Mobile.

Also note: Approval workflow definitions must be created in Beyond Mobile when the time/expense approval type is set to Advanced. Approval workflow definitions are not used with Standard time/expense functions.