Streamline your timesheet approval process

Timesheet approval

Add visibility and accountability to time tracking. Timesheet Approvals lets managers review entries, flag issues, and build better habits ‚ without slowing your team down.

Take Control of Time Tracking Accuracy

WorkflowMAX Timesheet Approvals gives you complete oversight of staff time entries before they're billed to clients. Set up custom approval workflows, assign approvers to specific team members, and ensure every hour is accurate and properly documented.

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Key Features

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Custom approval groups

Assign the right approvers to each staff member with flexible approval groups that match your team structure.

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Smart notifications

Automatic alerts when timesheets need review ‚ and when staff need to take action. No manual follow-up required.

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Predefined rejection reasons

Speed up reviews with predefined rejection reasons. One click tells staff exactly what needs fixing ‚ no lengthy explanations required.

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Complete approval history

A clear record of every timesheet's journey, from submission through review to approval. Know who signed off and when.

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Capacity tracking alerts

Get automatic alerts when tracked hours fall below set thresholds to catch missing time entries early.

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How it works

1

Staff submit timesheets

Team members complete and submit their timesheets, which automatically change to "waiting for approval" status.

2

Approvers Review

Approvers are notified that timesheets are awaiting approval, and can see all pending timesheets in one view. No hunting through emails or chasing individuals.

3

Approve or request changes

One click to approve. One click to request changes with a reason. Staff are notified instantly.

4

Resubmit if needed

When changes are requested, staff can edit and resubmit their timesheets for final approval.

Lead manager
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We moved back and the team actually loves using it—billing is faster and we can see margins live.

Darlene Robertson

Principal, Surveying & Engineering Firm

It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.

Floyd Miles

Implementation Partner

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Any questions?

Can I add custom fields to timesheets in WorkflowMAX?

Yes. You can configure custom fields on timesheet entries to capture additional data specific to how your team records time such as overtime type, shift classification, or billable category. These fields appear across all entry methods including the weekly timesheet view, ensuring consistent data capture regardless of how staff log time. Custom timesheet fields also flow into reporting, giving you structured data beyond just hours and job references.

Can I include detailed timesheet information on client invoices?

Yes. Custom invoice templates let you include as much or as little timesheet detail as your client requires from a one-line summary to breakdowns showing dates, staff names, descriptions, hours, and rates. This is useful for clients who need to reconcile billed hours against project phases or contractual milestones before approving payment.

How does WorkflowMAX help professional services firms reduce revenue leakage from unrecorded time?

WorkflowMAX attacks revenue leakage at multiple points: draft time entries let staff capture partial work immediately, the timer widget records time passively, calendar integration recovers meeting hours, and reminders chase outstanding submissions automatically. When every entry flows into WIP and invoicing in the same system, there's no gap between time worked and time billed.

Can I convert calendar events into timesheet entries automatically?

With the Integrated Calendar feature (Advanced plan), WorkflowMAX syncs your Google or Outlook calendar events directly into a calendar view within the platform. From there, you convert meetings and appointments into time entries with a few clicks selecting the job and task each relates to. For firms where staff spend significant time in client meetings, this eliminates double data entry and recovers billable hours that would otherwise go unrecorded.

What's the best way to get visibility over staff time across my firm?

Run a time report in the custom report builder to see submitted hours by staff, job, client, or date range filterable and exportable. Combine this with the KPI and Productivity dashboards for real-time utilisation metrics without building separate spreadsheets. Purpose-built time reporting means your data is always connected to job profitability and WIP unlike standalone time trackers that require manual reconciliation with your billing system.

How do timesheet reminders and approvals work in WorkflowMAX?

WorkflowMAX automates the timesheet chase with configurable reminders that prompt staff to submit by your deadline, and a formal approval workflow that lets managers review and approve entries before they flow to invoicing. Reminders are available on Professional and Advanced plans, with approvals on Advanced. This removes the manual follow-up loop and ensures only verified time reaches your invoices.

Can my team log time from their phones when they're on site or travelling?

Yes. The WorkflowMAX mobile app (iOS and Android) supports full time entry including timer-based, daily, and weekly views so staff can capture hours from anywhere. Entries sync instantly, appearing in job costing and utilisation reports in real time. For firms with field-based teams, mobile time capture eliminates the end-of-week scramble to reconstruct hours from memory.

How does WorkflowMAX track billable and non-billable time?

Every time entry is tagged as billable or non-billable at the task level, giving you automatic separation across reports and invoices. Staff can also override the task-level default on individual timesheet entries when a specific piece of work needs different treatment. This flows through to job costing, WIP, and invoicing without manual reclassification so your profitability reports reflect real margins, not assumptions.

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Additional features

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