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- I am a consultant, and contractors often get their expenses approved by clients. When they enter their expenses in InTime, how can they attach that approval without any further correspondence being sent to the client when the expenses are saved?
Set the expense approval route for the placement, so that the expenses only have to be approved by yourself rather than a manager at the client. For more information, see The Approval Process. If you do not have the correct privileges to be able to approve expenses in InTime, please contact the RSM ESL support team. See Requesting Support. - Can I add some information to the expense entry screen? Yes, you can use custom text. See the tip above.
- How can I delete a Draft expense claim?
- Go to Expenses > Drafts > Search for the expense > Click on the expense ID
- Click on Edit
- Select a Period
- Delete each row of the expense claim by clicking on the red bin icon to the right
- Once all rows have been removed, click on Save
This will delete the expense. The screen returned after saving can be misleading as to whether the expense has been deleted. To check this, you can search for the expense in Expenses > Drafts or Expenses > Search.