Reviewing, approving and publishing
A draft report is yours to shape. Adjust the numbers, decide what the client should see, then move it through approval to publication in two deliberate steps.
While it is a draft
Everything is editable only while the report is a Draft. You can add, edit and delete lines, change rates and charges, set bonuses, and pick the subobject distribution.
- Hide a line — hidden worker or expense lines stay internal and drop out of the totals and the client view. Useful for cost-sensitive detail.
- Adjust the charge — override any client amount, add a client bonus, or switch a line to a flat full-day rate.
- Remove a pulled cost — deleting a pulled expense returns its source line to unbilled, so you can bill it another way.
Approve, then publish
- Approve — the report moves to Approved and is locked from casual edits. Any worker bonuses are posted to the worker ledger at this point.
- Publish — the report moves to Published and becomes visible to the client, where it also feeds their statement.
Two-step by design. Approval is the internal sign-off; publishing is the client release. They are separate rights, so one person can review a day and another can be the one who sends it out.
Who can do what
| Right | Allows |
|---|---|
| Edit | Build reports and change draft lines and distribution. |
| Approve | Move a draft to approved. |
| Publish | Publish an approved report, and mark days off. |
| Correct | Void or reopen a report already approved or published. |
Every action is written to the report's own history log — who built, approved, published or corrected it, and when.