Use this guide to review submitted timesheets and expense reports from a phone or tablet, then approve or reject them.

Open Approvals #

Browse to MindSalt Mobile Approvals. Tap Approvals at the bottom of the screen.

Mobile approvals overview #

The Approvals section shows submitted timesheets and expense reports currently awaiting your review.

Open an approval queue #

1. Tap Approvals.
2. If both queues are available, tap Timesheet Approvals or Expense Approvals.
3. Tap a submitted record to review it.

When only one approval type is available, MindSalt opens that queue directly. When both are available, the Approvals screen shows each queue and its current count.

The queues contain submitted records assigned to you under your organization's approval rules. Pull down to refresh. Tap Load more when it appears.

Review availability #

• A timesheet queue row shows the employee, period, and total hours.
• An expense queue row shows the report date, name, employee, amount, and item count.
• Approve and Reject appear only while the submission is still waiting for your review.

The submission may disappear from your queue after someone else acts on it or its status changes.

Limited approval views #

Some project managers see only entries or expense items for projects they manage. When this applies, the review displays a notice explaining that the view is limited.

Approve or reject a timesheet #

Review an employee's submitted entries by day, then approve the timesheet or reject it with a required reason.

Review a submitted timesheet #

1. Tap Approvals.
2. Tap Timesheet Approvals when the approval overview appears.
3. Tap a timesheet.
4. Review the employee, period, and total hours.
5. Review each day's project or time-off entries, tasks, comments, and hours.

Long comments can show a show more link. Tap it to read the full comment, then tap show less to collapse it.

If a limited-view notice appears, you are seeing only entries for projects you manage.

Approve the timesheet #

1. Tap Approve.
2. At Approve, confirm Approve this timesheet?

MindSalt marks the timesheet approved and returns you to the queue.

Reject the timesheet #

1. Tap Reject.
2. Enter a Reason for rejection.
3. Tap Reject.

MindSalt marks the timesheet rejected and returns you to the queue. The employee can see the rejection, correct entries that are still editable, and submit the timesheet again.

Approve or reject an expense report #

Review the report total, reimbursable amount, expense items, comments, flags, and receipts before approving or rejecting the report.

Review a submitted expense report #

1. Tap Approvals.
2. Tap Expense Approvals when the approval overview appears.
3. Tap an expense report.
4. Review the employee, report date, report name, total, and reimbursable amount.
5. Tap each expense item to open its detail sheet.
6. Review the item's date, type, description, amount, payment method, flags, comments, receipts, and client or project if one is assigned.

When the report has multiple items, use the previous and next buttons in the item sheet to move between them. Tap a receipt to view it.

If a limited-view notice appears, you are seeing only items for projects you manage.

Approve the expense report #

1. Close the item detail sheet if it is open.
2. Tap Approve.
3. At Approve, confirm Approve this expense report?

MindSalt marks the report approved and returns you to the queue.

Reject the expense report #

1. Tap Reject.
2. Enter a Reason for rejection.
3. Tap Reject.

MindSalt marks the report rejected and returns you to the queue. The employee can normally correct the report and submit it again.

Related articles #

• Track and submit time on mobile
• Manage expense reports on mobile
• Configure approval workflows
• Troubleshoot MindSalt Mobile