Approve firm prepared documents

You will see documents awaiting approval in Your to-do list on your Home page and on the Docs page.

To approve a document, follow these steps:

1. Click on the document title and review the contents of the file in the built-in document viewer. If approval was requested for a document that was locked by an invoice, you will need to pay that invoice first.
2. If you are satisfied with the prepared document, click on the green I Approve button, then click Approve in the confirmation window.

You will see documents awaiting approval in the Documents category of your Dashboard with the Pending approval status.

If approval was requested for a document that was locked by an invoice, you will need to pay that invoice first.

Tap the document and review the contents of the file. If you are satisfied with the document, tap the Approve button. Your accountant will receive a notification saying that you have approved the documents.

1. Click on the red I Disapprove button, then indicate the reason for rejection. 

2. If you have any additional reasons, click Add another reason. Otherwise, click Submit.

   

1. Tap the Decline button.
2. Indicate the reason for rejection and tap Submit. 

Your accountant will resolve any issues and send you a new approval request.