Proxy Confirmations

The Proxy User feature lets proxy user sign in on behalf of another user to either submit or approve a timesheet. Allowing users to proxy in as other users may prevent delays in the billing process. For compliance purposes it may be required that the original submitter or approver of a timesheet confirm acknowledgment that the proxy action has taken place.

For example, if Mary Adams was on vacation and Bill Carr submitted her timesheet on her behalf, Mary Adams would need to confirm the timesheet to acknowledge that Bill submitted it on her behalf. This feature enhances the proxy capabilities to allow users to view which timesheets need to be confirmed by them due to proxy submission or approval.

When enabled, existing role settings will need to be modified to allow for timesheet confirmations. All newly created roles will have the option enabled automatically. To modify a role, go to Administration > Global Settings > Users > Roles > [select a role]. Select the option View confirmed timesheets.

• A new dashboard link, X Timesheets awaiting your confirmation, under the Reminders section will indicate to the user that there are timesheets waiting for their confirmation. When clicked, users will be brought to the Confirmed tab in the Timesheets list.

• A new tab for "Confirmed" is now available under the Timesheets tab. If there are timesheets waiting for confirmation because of a proxy submission or approval, those timesheets will be listed under the sub-links "Submitted waiting my confirmation" or "Approved waiting my confirmation". The "All" sub-link will list any timesheet that needs to be confirmed by a user. Timesheets that are bolded indicate timesheets that specifically need attention from that user.

• As part of the timesheet "Approval history", timesheets will have an additional status of [Confirmed], [Confirmation reject], or [Confirmation pending] to indicate that some confirmation action is needed or has been made.

• For auditing purposes, the Timesheets detail report now contains the report values "Submission confirmed by" and "Approval confirmed by" to indicate who confirmed the timesheet. Additionally, two additional filters for "Submission confirmation status" and "Approval confirmation status" have been added to filter results based on the confirmation status of timesheets. For example, managers can run the report and filter on "Confirmation Pending" to view all timesheets that have not yet been confirmed by anyone. To access the Timesheets detail report, go to Reports > Detail > Timesheets.

To enable this feature, contact SuiteProjects Pro Support.