The following are common issues encountered during the setup and use of the Approve Time Cards from Emails feature.
I received an email, but the Approve and Reject buttons are missing.
Check that the portal property "Web_Time_Entry_Customer_Approve_AllowApprovalFromEmail" is set to True for the supplier of the portal which the employee submitted time to. If it is True, make sure that all contacts with the role of Time Approver have an active web portal account.
I tried to accept or reject a time card but the error message told me the time card was not submitted.
This error message appears when an employee chooses to unsubmit a time card. Another email will be sent when the employee resubmits their time card, and action can be taken then.
I tried to use the Approve/Reject buttons, but the error message said they had expired.
The ability to approve or reject time from an email expires after 7 days. The time card can still be approved or rejected using the customer portal.
I tried to use the Approve/Reject buttons, but the error message said that there was an error
This error generally occurs when expected information is missing for the user, time card, or employee; or if the contact has a locked web user account. Use the Avionté core application and Customer portal to review these items, and then retry to submit. It is possible to still approve/reject time cards from the customer portal after receiving this error.
I cannot find the checkbox to enable this feature in Admin Portal > Email Format
The checkbox will only appear when the first two drop-down menus have these options selected:
|Employee submit time card
I'm not receiving approval emails.
A user may have multiple email addresses associated to their username (Email, Email for Invoices, etc.), however, to approve time entry, a user must have one email address designated as "IsDefault" in the Order's Contact Roles section.
- Navigate to Start page > Actions Menu > Admin Tools > Category = System > Config Choice
- Filter the list by selecting "CustomerContactContactMethod" from the Category drop-down menu field.
- In either the Email row or the Invoice Email row, enter the value "True" in the IsDefaultEmail column of the email to be the default email.