The following configuration must be in place in order for the approvers to be able to approve timesheets and expense reports from their email.
1. Enable time/expense approval from the List Page in T&E Access setup
The approvers approving time/expenses via email must have the ability to approve timesheets and expense reports from the list page. To enable this option:
From the Administrator menu expand the Security → T&E Access links
select the T&E Access group assigned to the approvers
Click the Assign Access tab in the bottom window pane
Click Add to add the new access rights
In the Access Setting pop-up window locate and select the following option:
Enable Approve and Reject from List
Click OK to insert the new access rights
Please note that this option is available for Timesheets and Expenses separately, and please make sure to enable if for the corresponding modules as applicable, or both.
2. Enable Application Full URL
Please reach out to Databasics support team to enable this for your company
3. Enable the e-mail options
From the Administrator menu expand the Options → T&E Settings → T&E Options links
Scroll and select the Expenses - Mail Options for expenses and Time - Mail Options for timesheets
Enable the following option:
Email link for timesheet/expense report approvers if they have rights approve from the list - Yes
4. Make sure the Print Processor profile is scheduled along with the email queue sender
This is usually enabled upon the go live as part of the pre-production checklist, but double check to make sure under Administrator menu → Job Schedule → All Jobs
There should be a scheduled job called Send Emails or Email Queue Sender. In that Job, add Action Print Processor before the Email Queue Sender
Set the link expiration duration
The approval link only stays active for a restricted time. Once it expires an approval must log into the application to approve. To set the expiration duration.
From the Admin menu expand the Options -->T&E Options menu item
Select Module Enable
Select the “Expire Approval by email link (Default 1440 Minutes)” and update the value
Make sure save the changes