ISV Add-On Product Information

Approval Manager for Dynamics 365

Tool to approve time and expense records

Product Verticals: All Industries
Business Processes: Project Management
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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. 

Approval Manager is an add-on for Microsoft Dynamics 365 Project Operations and Dynamics 365 Project Service Automation. Embedded in your Dynamics 365 environment, it supports you with approving time and expense bookings of your employees. Filter out all bookings for a certain project or customer and correct smaller mistakes yourself via in-line editing, or redirect faulty records to the team member to fix. If everything is correct, you can select one or multiple bookings and approve them with one click. 

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. 

Get in touch with us for more information or a personal demo. 

 

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