Time and expense review

Step by step

1. Log time Engineer

   Engineer records work date, hours, billable flag and a note, linking the entry to the engineer, client and agreement.

   • Captures hours in client context
   • Updates Time entries, Clients, Managed service agreements, Engineers

2. Submit time Engineer

   Engineer moves a complete time entry from Draft to Submitted so Service Delivery Manager can inspect its context.

   • Places hours in the review list
   • Updates Time entries

3. Record expense Engineer

   Engineer adds the date, category, amount, billable flag, receipt URL and agreement for a charge incurred during delivery.

   • Captures an engagement charge and receipt
   • Updates Expenses, Managed service agreements

4. Submit expense Engineer

   Engineer moves the expense from Draft to Submitted. Finance Manager checks the receipt and whether the charge belongs to the selected engagement.

   • Places the charge in the review list
   • Updates Expenses

5. Review the cost trail Service Delivery Manager

   Service Delivery Manager compares the hours and expenses with the agreement's budget and delivery record before changing statuses.

   • Tests agreement fit and cost impact
   • Updates Time entries, Expenses, Managed service agreements

Engineer

Captures hours and costs; Service Delivery Manager checks delivery fit; Finance Manager handles expense review and reimbursement context.