How to Manage Approvals
Approvals add a review step before important documents (like invoices or proposals) are finalized. This ensures quality control and prevents premature sending.
How Approvals Work
- A team member creates a document (invoice, proposal, etc.).
- The document is submitted for approval.
- Designated approvers review and approve or reject it.
- Once approved, the document can be sent to the client.
Viewing Pending Approvals
Navigate to Approvals in the sidebar. You'll see all items awaiting your review, with their type, submitter, and submission date.
Approving or Rejecting
Click on an approval to review the document. You can:
- Approve — The document is cleared for next steps.
- Reject — The document is sent back with feedback for revision.
- Add Comments — Provide feedback or notes.
Approval History
Each document tracks its approval history — who submitted, who approved/rejected, when, and any comments. This creates an audit trail.
💡 Tip:
Approvals are especially useful for teams where multiple people create invoices or proposals — ensuring a manager reviews before anything is sent to clients.