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How to protect billing balances on projects from constant timecard changes when AutoApprove WF is ON

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edited Nov 18, 2020 3:28PM in Workforce Management 2 comments

Summary

Orange S.A.

Content

Problem Description
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We have chosen to turn ON the AutoApprove for the Timecard approval WF, allowing the business to get immediately the timecards once submitted without a resource stopping or delaying the process when approving or reviewing.
This has the side effect that if billable hours were billed to the customer that later changes on the older timecards impact the existing balance once a new billing process is executed. We would like to avoid specially changes for hours already billed, unless wanted when they have been wrong or mistaken.

1. Enable Timecard approval and initiate an approval request only for old timecards containing changes with impact on billed hours. All other to remain in AutoApprove logic

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