Specific Approvals: Time Cards

In MYOB Acumatica, you can set up the approval functionality for employee time cards, equipment time cards, or both types of time cards, depending on your company's policies.

An employee time card logs an employee's weekly work hours and any overtime. On the other hand, an equipment time card tracks the duration of equipment use. If applicable, time can be logged to specific projects and project tasks.

Note: The time card functionality is available if the Advanced Financials feature is enabled on the Enable/Disable Features (CS100000) form.

For more information about employee time cards and equipment time cards, see Time Cards.

Configuration of the Approval Workflow of Time Cards

If the Time Management feature is enabled on the Enable/Disable Features form, you cannot approve or release employee time cards and equipment time cards unless all the activities included in the specific time card have been approved. For more information, see Time Activities.

To set up the approval functionality of employee time cards and equipment time cards, you perform the following general steps:
  1. You enable the Approval Workflow feature on the Enable/Disable Features (CS100000) form.
  2. For each type of time card for which you are configuring approvals, you create a new approval map or modify an existing one by using the Approval Maps (EP205015) form.
  3. Optional: You create any needed notification templates or edit the predefined ones on the Email Templates (SM204003) form.
  4. On the General Settings tab (Approval Settings section) of the Time and Expenses Preferences (EP101000) form, you select the approval maps for employee time cards or equipment time cards (or both) in the Time Card Approval Map and Equipment Time Card Approval Map box, respectively.
  5. Optional: On the same tab, you select the notification templates for employee time cards or equipment time cards (or both) in the Time Card Notification and Equipment Time Card Notification box, respectively, in the Pending Approval Notification section.