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Finance forum

Workflow Timesheet

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Posted on by 95

Hello

I did some tests with the Workflow timesheet. I am using the workflow review timesheet by calling the workflow review line timesheet.

I am trying the workflow for intercompagny. So for one company A in the Workflow review line timesheet I have setup to look at the hierarchy of the resource. 

And the other one company B the workflow review line timesheet is setup to send the timesheet to the Project manager.

It seems that when we create a timesheet in company A for line 1 a project in company A and line 2 a project in company B the workflow will take the rules to send to validation the timesheet to the hierarchy so the line B won't be sent for approval to the project manager in the company B. 

I was thinking of setuping a rule "if project ID is in entity of the company B then sent for approval to project manager" but i am wondering if there is a easier way.

Thank you

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  • André Arnaud de Calavon Profile Picture
    301,053 Super User 2025 Season 2 on at

    Hi Meggie,

    Did you try to setup line item approval or a single timesheet approval?

  • Meggie Profile Picture
    95 on at

    I am using the line item approval inside the workflow review timesheet

  • André Arnaud de Calavon Profile Picture
    301,053 Super User 2025 Season 2 on at

    Hi Meggie,

    Apologies for the late response. Is this question still open? If so, can you provide some more details about your attempts and results so far?

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