Time and expense review

Step by step

1. Record time Consultant

   Consultant records work date, hours, client, engagement and billable flag.

   • Hours linked
   • Updates Time entries, Clients, Engagements

2. Submit expense Consultant

   Consultant records category, amount, engagement, receipt URL and status.

   • Cost ready for review
   • Updates Expenses, Engagements

3. Review submissions Engagement Manager

   Engagement Manager checks submitted time and expenses in their saved lists and decides the appropriate record status.

   • Review reflected in status
   • Updates Time entries, Expenses

4. Check budget Practice Lead

   Practice Lead compares logged hours and expense total with the engagement budget.

   • Exposure visible
   • Updates Engagements, Team members

Consultant

, Engagement Manager, Practice Lead.