Ask a client to approve a report

Who approves

Every report has an Approves reports before filing switch. It is on by default and applies to all of the client’s reports. When it is off, the Client approval stage is skipped and the next step after preparing is filing.

Send for approval

1. When the report is ready, the next step is Send to the client for approval. Click Send to the client.
2. In the Send for approval window, choose which of the client’s reports go together. Reports of the same month are already selected, such as a bimonthly VAT report and a monthly advance that end in the same month. You can add the client’s other open reports or clear a selection.
3. Continue to sending opens the usual sending window: WhatsApp, email, or copying the link. The message already includes the period, the reports and the link.
4. After sending, the report moves to Client approval, and its amounts are saved as they were when sent. The client gets automatic reminders until they answer, and these also show in the client’s reminders.

To send to several clients in a row: in Reports, click Send for approval at the top for every report ready to send, or select rows and choose Send for approval in the selection bar. The window goes client after client; Skip this client moves on without sending.

The client answered

• The client approved: the next step is File the report.
• The client declined: the client’s reason shows in the next step. Check, fix and send again (Send again).
• The link ran out without an answer: send again.
• The client approved by phone or in a meeting: Approved outside the app records it, with a note on how it was given.

Need to change an amount after sending? Update the report sends the report back to preparing and recalculates it from the books. The client’s link no longer opens it, and you send again. The same button appears when the books changed after sending.

What the client sees

The client opens the link without signing in. The Approval of reports page lists each report with the amount To pay or Refund and its due date. Report details opens every line. Approve everything approves all the reports in the request. With several reports, each can be approved on its own. Something is wrong opens a box to write what to check, and Send to the office returns the report to the office with the explanation.

Client approval is not filing. Continue to filing.