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- IT Services PSA
- Process
- Time and expense capture
Time and expense capture
Consultant submits time and expenses as separate records against an engagement. Engagement Manager reads the two submitted lists and checks the underlying dates, amounts and references before deciding how to handle each item.
Step by step
-
Time capture Consultant
Consultant logs work date, hours, client, engagement and billable flag.
- Submitted time enters the time review list.
- Updates Time entries, Clients, Engagements
-
Expense capture Consultant
Consultant records category, amount, date, receipt URL and engagement.
- Submitted expense enters the expense review list.
- Updates Expenses, Engagements
-
Manager review Engagement Manager
Engagement Manager reviews the separate submitted lists and their source records.
- The manager can resolve each item by its own status.
- Updates Time entries, Expenses
Who does what
Roles and permissions- Consultant
- , Engagement Manager.
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