Configure the automatic approval and reporting ready process

In the settings you specify if you want approving and reporting ready to be carried out automatically.

To configure the automatic approval and reporting ready process:

  1. Go to:Projects / Management / Settings / Project.
  2. Go to the tab:Hours.

    Pro_Automatische accordering en gereedmelding inrichten

  3. Select the Approve immediately check box, if you want Profit to approve the actual costing lines immediately after they have been entered.
  4. Select the Close immediately check box if you want Profit to automatically report the actual costing lines ready.

    You can only select the Close immediately check box if you have selected the Approve immediately check box.

    The result of this setting is that you cannot change the hours after they have been entered.

Directly to

  1. Configure the approval and reporting ready process
  2. Authorise the approval and reporting ready process
  3. Configure the automatic approval and reporting ready process