ISV Add-On Product Information
Business Processes: Project Management
Product Verticals: Professional Services
Business Processes: Time and Expense Approvals, Project Management, Project Controlling, Time Tracking
Accelerate the approval process without sacrificing accuracy.
Mistakes happen to the best of us. That is why a final review of time and expense records through the project manager is essential, especially if customer invoices are based on them.
Helpful features for a quick approval process
Even though approving your employees’ bookings is an important step in the control process you want to spend as little time as necessary on it. Approval Manager includes several functionalities that help with that:
- Tree view of project bookings
- Advanced filtering options
- Default or custom view to show selected data
- In-line editing functionality
- Rejection of faulty bookings with one click
- Approval of multiple records at once
- Option to recall falsely approved entries
- Automatically generated comparison charts for data analysis
Approval Manager for Dynamics 365 is the perfect tool for project managers of professional services companies from various industries, including, but not limited to IT, construction and business consulting.