Account > Approval processes (Used in Proposals, Timesheets, and Expenses modules) Modify | Delete                Project-based approvals This feature allows you to set up multi-level approvals for the Proposals, Timesheets, and Expenses modules, and to define and set rules for automatic timesheet and expense report approvals. (Auto-approve rules for proposals are being developed.) To create a new approval process: 1. Click on the Account tab. 2. Select "Approval process" from the "Create..." drop-down menu. 3. Name the approval process in the "New approval process" dialog. 4. Use the dialog "Sequence number" drop-downs to set the order in which an item will be sent to an approver. Select the approver(s) from the "Approver name" drop-downs. (Note: If you assign multiple users the same sequence number, they will be able to perform approvals at the same time.) 5. Click on the "Create" button in the "Auto-approve rules" column. This will call up the "Auto-approve rules" dialog. If desired, you can choose specific criteria that will allow a timesheet or an expense report to be automatically approved. (For example, you can allow a timesheet with "fewer than or equal to" 40 hours per week to be automatically approved. Any timesheet with more than 40 hours would need the approver's okay.) If needed, you can set specific auto-approve rules for each approver you select for an approval process. 6. If you create an auto approve rule, click on "OK" in the "Auto-approve rules" dialog. This will return you to the "New approval process" dialog. Once you have set all your process criteria, click on "Save." To modify an existing Approval process: 1. Click on the Account tab. 2. Click on the "Approval processes" link. 3. Click on the name of the approval process you want to change. 4. Make your changes in the "Edit approval process" and/or "Auto-approve rules" dialog(s). 5. Click on "Save." To delete an Approval process: 1. Click on the Account tab. 2. Click on the "Approval processes" link. 3. Click on the name of the approval process you want to delete. 4. Click on the "Delete" button in the "Edit approval process" dialog.