PSA: Enable Client Approvals for Logged Time in Projects

The Client Approval for Time Entries feature allows client stakeholders to directly approve or reject logged hours from their own portal. This enhancement eliminates manual coordination, reduces disputes, and speeds up the billing process—especially for service-based organizations handling billable projects.

Who It Helps

Services Teams
Ensure hours are client-approved before billing.

Project Managers
Maintain real-time visibility and avoid delays due to approval bottlenecks.

Finance & Accounts Teams
Rely on verified hours for faster invoicing and fewer disputes.

Why It Matters

Email trails and manual approvals often result in delays, errors, and invoicing slowdowns. By giving clients direct access to review time entries:

• Approvals become faster and more reliable

• Billing cycles are shortened

• Collaboration becomes smoother and more transparent

How It Works

1. Navigate to Projects > Select a Project

2. Go to Settings > Approval Chain

3. Add the client contact to the approval workflow

4. Upon time entry submission, the client receives an email

5. The client logs in via OTP and approves or rejects entries through the portal

Plan Availability

Available under the PSA Advance plan.

Related Documentation

To know more about Streamlining Timesheet Approvals with Keka PSA's Configuration Options, click on:

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