Supporting Your Time and Expense Approval Procedures

A fairly common practice in professional services organizations is to funnel time and expense through an internal approval process. Often, this approval is routed to client or project-based leadership as a means of providing visibility into billable T&E that is being entered. In fact, by default, Ruddr routes T&E approvals to members designated as Project Admins.

That said, there may be some workspaces, or specific projects, that require more than one T&E approver. Whether you need to satisfy client audit requests, provide an audit trail to satisfy certification requirements, or provide visibility to both project and organizational operations teams, Ruddr has a feature to support more sophisticated approval processes -- Multi-Step Approval Workflow.

With this feature, Ruddr provides Project Admins with the ability to set up more than one approval step for time and / or expenses on a project. In doing so, Project Admins can also specify the approvers to be engaged in the approval steps. By leveraging the Multi-step Approval Workflow feature, Ruddr workspaces can divvy up time and expense approval by engaging other, designated roles / members in the workspace, such a Member's Manager, a Client Relationship Owner, or a specific member.

For more on Multi-Step Approval Workflow, please see this article in the Ruddr Help Center.

If you have any questions or if you would like to see a demonstration of Ruddr in action, please contact help@ruddr.io.

About Ruddr

Ruddr is the modern Professional Services Automation platform. Our mission is simple. We exist to help professional services organizations achieve remarkable results. From opportunity management through invoicing, Ruddr is an end-to-end platform that is uniquely tailored to the professional services industry.
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