Overview
The Approval Request feature allows you to send timesheets directly to your client for review and approval.
You can filter the timesheets being sent, group entries for easier review, attach files or photos, and send the request to multiple client contacts at once.
How to Send an Approval Request
Step 1 – Navigate to the Job>Timesheets Tab
Open the relevant Job
Go to the Timesheets tab within the job
Select the timesheets you would like to send
Click Email for Approval
Understanding the Email for Approval Window
Once opened, the Email for Approval window allows you to review and configure the approval request before sending.
Filter Timesheets
At the top of the window, you can filter the timesheets by:
Location
Cost Code / Client Reference
Click Filter to update the results shown.
You can also use Reset Filters to clear your selections.
Group Timesheet Entries
Use the Group By options to organise the data before sending.
Available grouping options include:
None
Staff
Date
Trade
Shift Type
This makes it easier for clients to review large amounts of timesheet data.
Review Selected Timesheets
The grid displays the timesheets included in the approval request, including:
Staff name
Shift type
Trade
Cost code
Start and end times
Hours worked
You can tick or untick entries to control what is included in the request.
Include Previously Sent or Approved Timesheets
Optional checkboxes allow you to:
Include timesheets already client approved
Include timesheets already sent to the client
This is useful when resending or consolidating approvals.
Add Client Contacts
Under Client Contacts, select one or multiple recipients to send the approval request to.
You can send approval requests to multiple contacts at once, ensuring all required client stakeholders receive the request.
Attach Files or Photos
You can also include supporting documentation by:
Attaching files
Attaching photos directly from the job
This is useful for providing backup information alongside the approval request.
Send the Approval Request
Once everything has been reviewed:
Click Send for Approval
The selected recipients will receive an email with a link to review and approve the timesheets
Tracking Approval Requests
After sending, SprintSuite tracks the approval status of each request.
Statuses include:
Sent / Awaiting
Approved
Rejected
An audit trail is also available showing:
Sent date
Approved date
Approver name
Approval comments
Exporting Approved Data
Admin users can:
Filter approved items by Location or Cost Code
Export approved data for invoicing purposes
Dedicated views are available for:
Sent but not approved
Approved – ready to invoice
Rejected – needs action