What Are Deal Time and Expenses Approval Policies?
Time and expenses approval policies define how time entries and expense submissions are approved in deals.
Policies help manage submissions consistently and apply the same rules across multiple deals.
A key feature is the option to automatically assign the submitter's manager, the deal owner, or the project manager (if the deal is part of a project) as an approver. You can also assign specific users as approvers.
Setting up time and expenses approval policies for budgets is available on the Ultimate subscription plan.
Setting Up Time and Expenses Approval Policies for Deals
👉 To create and configure policies, see the Setting Up Time and Expenses Approval Policies for Deals guide.
Assigning Policies to Deals
👉 After setting up policies, assign them to budgets individually or in bulk. Step-by-step guidance is in Assigning a Time and Expenses Approval Policy to a Deal.
Managing Time and Expenses Approval Policies for Deals
👉 Learn how to modify, archive, or restore policies in the Managing Time and Expenses Approval Policies for Deals article.