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This tutorial is designed to guide you through the control of documents, Timesheets, Expenses, and Absence requests pending validation!
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Controlling Timesheets
Activity and Expenses Module > Timesheets
To display timesheets pending validation:
Filter on the State "Pending validation"
Select the perimeter of your search using the "Perimeter" filter.
Click on the row of each timesheet to access it directly (and not on your resource’s name, which would send you to their profile instead)
Check the validity of the information entered by your employee
Click either the Validate button to approve and lock the timesheet, or the Reject button to send an email requesting your employee to modify their timesheet
Note
If your employee needs to have their timesheet signed by the client, they can attach the signed "Client PDF" containing only the project data converted into days.
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Controlling Expense Reports
Activity and Expenses Module > Expense Report
To display expense reports pending validation:
Filter on the State "Pending validation"
Select the perimeter of your search using the "Perimeter" filter.
Click on the row of each expense report to access it directly (and not on your resource’s name, which would send you to their profile instead)
Check the validity of the information entered by your employee
Click either the Validate button to approve and lock the expense report, or the Reject button to send an email requesting your employee to modify their expense report
Note
If you want to have the expense report signed by the client, click the "Client PDF" button and check the information to be included in the PDF version of the report.
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Managing Absence Requests
Activity and Expenses Module > Absence Requests
To display absence requests pending validation:
Filter on the State "Pending validation"
Select the perimeter of your search using the "Perimeter" filter.
Click on the row corresponding to the absence request to validate it directly (and not on your resource’s name, which would send you to their profile instead)
Click either the Validate button to approve and lock the absence request, or the Reject button to send an email requesting your employee to modify their absence request
Note:
When an absence request is validated, the timesheet of the relevant resource is automatically pre-filled. If the resource later modifies the pre-filled absences, an alert appears on the timesheet: "The entered absences do not match your validated absence requests!".
The pre-filling of the timesheet works after the validation of an absence request only if the timesheet has not yet been created in the tool. If the timesheet has already been created and the resource has not entered their absences, an alert will then be displayed on the screen: "The entered absences do not match your validated absence requests!".
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Synthetic View of the Validation State of Timesheets, Expenses, and Absences
Activity and Expenses Module > Validations
By accessing this view, you have a synthetic view of all documents (timesheets, expenses, and absences) pending validation, validated, or rejected.
You can filter by perimeter, by period, or by document type to find your items pending validation.
Note
Once a filter is applied, you can enter a document and then move to the next document via card by card navigation.
Synthetic View of the Validation State of Timesheets, Expenses, and Absences - Enterprise Offer
Warning
The elements presented below are only accessible if you have subscribed to an Enterprise offer.
Details on all our Boond offers are available here
Activity and Expenses Module > Validations
Through this view, you can get a synthetic view of all documents (timesheets, expenses, and absences) pending validation, validated, or rejected.
You can filter by perimeter, by period, or by document type to find your items pending validation.
Identify Items with Alerts
Using the "Analyze" button, you can launch an analysis of all your items pending validation to quickly identify those with one or more alerts that require closer review.
Warning
You need to run an initial analysis of your items to have accurate information regarding the presence or absence of alerts on your documents in the "Alerts" column.
When to rerun an analysis?
Whenever you want to have, at a given moment, a status of the presence of alerts on the documents you are about to validate.
The date and time of your last analysis are indicated in the information banner at the top of the "Validations" view
Filter My Documents With / Without Alerts
In your filters, you can choose to display:
Your documents "With alerts", which may require manual review.
Your documents "Without alerts", which can potentially be validated in bulk if you consider that no manual review is necessary.
Note
Once a filter is applied, you can enter a document and then move to the next document via card by card navigation.