Increased speed Increased speed

One-click approval of unambiguous bookings fast- tracks the process and helps you reach your goal of flawless invoices through accurate bookings more quickly.

Better overview Better overview

Get an instant analysis of your data by means of comparison charts. The tree-view filter enables you to go about managing tracking entries in an organized fashion.

Eliminate Errors Eliminate Errors

You’ll save a lot of time thanks to less back and forth between project managers and team members. Managers can simply correct minor mistakes in-line.

Your benefits

Approval Management represents the bridge between employees carrying out their work and invoicing your customers. It is in important quality control step but you probably do not want to spend much time on it. This app helps you speed up the process and provides a complete overview of time entries and expenses.

A STREAMLINED PROCESS

It is possible to generate flawless invoices quickly. With Approval Manager for Microsoft Dynamics 365 for Projet Service Automation project managers can move swiftly without sacrificying accuracy.

 
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To see all bookings pertaining to a project, load it into the app. You can select among customers, contacts, projects and project tasks to find your records, or search for the data set in question.

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A project tree allows you to filter bookings by company, project, project task and project task assignment and proceed in an orderly fashion.

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A lot of time is saved if project managers can correct bookings themselves. Approval Manager includes an in-line editing function that eliminates the need to redirect bookings to the employee in question.

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You have all desired bookings in front of you and checked them for accuracy. Now select one or multiple bookings and approve them for invoicing with just one click (there is also a recall option).

Would you like to experience the benefits of Approval Manger for Microsoft Dynamics 365 for Project Service Automation first-hand? Head to Microsoft AppSource for a free trial version.

GO TO MICROSOFT APPSOURCE

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