Configure your account for second level of approval for worksheets, expenses, and proforma invoices.
On TalentDesk, you may require a second set of eyes and final stamp of approval on any service orders - worksheets, expenses, or proforma invoices - submitted by users in your network who receive payments through the platform. This is called 'Second level of financial approval' and can be enabled in your organization settings.
Settings
Open your account settings at the bottom of your sidebar menu
Payments
Locate the Payments settings and under Service Orders scroll down to Second level of Financial approval. Toggle the setting on/off depending on whether you would like to activate or deactivate this feature for your organization.
By default, the Organization Owner and any designated Financial Controllers will have authorization to access and approve all service orders for second level of approval.
When a service order has been reviewed and approved the first manager, the status will change from Submitted to Confirmed. When the the service order has been been approved a second time, the status will change from Confirmed to Approved and will be included on your next consolidated TalentDesk invoice.
Payments Reviewer
A Payments Reviewer can be assigned at the project level should a second level of approval need to assigned to a specific manager who is member of the project team.
Learn More
Second Level of Approval - Payments Reviewer