Approvals
Approvals is the workspace queue for items waiting on you: expenses, purchase orders, timesheets, and (when they are submitted) daily or weekly site reports. Open it from the app header, not as a Finances tab.
Approvals panel from the app header
desktop
When to use this
Use this when you need one list instead of opening each job.
Do not use it to set who must approve. That is Workflow settings. Customer quotes use the public approval link or in-quote sign-off, not this queue.
Before you start
- Expense (and other) workflows are set under Settings → Workflows.
- Your role includes the matching approve permission.
Open Approvals
Use the Approvals control in the header, or My Work → Approvals on a phone. Finances → Approvals in the URL also opens this panel.
Filter and open
Show: All items, Expenses only, Orders only, or Timesheets only. Open the row. Check the job, amount, and attachments.
Approval item with evidence
mobile
Approve or request changes
Approve moves the record on. Request changes returns it (timesheets show Changes requested). You can add a note.
Pending and History views are available. History can filter approved vs returned.
What done looks like
- The pending count drops.
- Approved expenses can be paid or synced. See Bills & expenses.
- Approved orders can be sent. See Purchase orders.
- Approved timesheets lock. See Timesheets.
Common mistakes
- Approving without opening the receipt or order lines.
- Ignoring notifications. Check Account settings.
- Looking for customer quotes here.