Approvals
Review, approve, reject, return, and reassign pending approval requests.
Approvals
Approvals help teams review important records before they affect delivery, billing, or reporting.
Navigation
Open Approvals from the main sidebar, or go to /approvals.
What Can Require Approval
Depending on workspace settings, approval requests may exist for:
- Timesheets.
- Time entries.
- Expense reports.
- Invoices.
- Credit notes.
- Resource allocation periods.
- Milestones.
Approval Request Fields
For exact required fields, accepted values, relationships, and Copilot action validation, see Approvals Field Reference.
| Field | Meaning |
|---|---|
| Request type | Record being reviewed, such as invoice, expense, timesheet, credit note, allocation, or milestone. |
| Requester | User who submitted the request. |
| Approver | User or role responsible for the decision. |
| Status | Current review state. |
| Due date | Optional review deadline. |
| Related record | The underlying record being approved. |
Approval Statuses
| Status | Meaning |
|---|---|
| Pending | Waiting for review. |
| Approved | Accepted by an approver. |
| Rejected | Declined. |
| Returned | Sent back for changes. |
Only pending approval requests can be updated.
Decision Rules
| Record | Approve | Reject | Return |
|---|---|---|---|
| Timesheet | Yes | Yes | Yes |
| Time Entry | Yes | Yes | Yes |
| Expense Report | Yes | Yes | Yes |
| Invoice | Yes | No | Yes |
| Credit Note | Yes | Yes | No |
| Allocation Period | Yes | Yes | Yes |
| Milestone | Yes | Yes | Yes |
Use only the decisions supported for that record type. For example, invoice approvals can be approved or returned, but not rejected.
Common Workflows
Review Pending Approvals
- Open Approvals.
- Review pending requests.
- Open a request to see details.
- Choose an available decision.
- Add a comment when rejecting or returning.
Reassign an Approval Request
If supported by your permissions and workflow:
- Open the approval request.
- Select a new approver.
- Confirm reassignment.
AI Copilot Tips
Try asking:
- "What approvals are pending?"
- "Approve this timesheet."
- "Return this invoice approval with a comment."
- "Reassign this approval to Shiv."