Manage approvals

Approvals is the queue of work-order line items that need office sign-off before they can be invoiced — specifically, discounts and refunds that cross your shop's approval threshold. A line under the threshold bills without stopping here; one over it waits in this queue until an Owner or Office user approves or rejects it.

This is a different gate from the prebill queue (under Automations → History), which holds a whole invoice for approval, not one line item — the Approvals header links straight to it so you don't have to know it lives there.

Approve or reject a line

Open a pending line to see the work order it's on, the discount or refund amount, and who added it. Approve clears it to bill; Reject keeps it off the invoice. Select several lines at once to approve them in bulk when you're clearing a backlog.

A line on a work order that's already been invoiced or canceled drops out of the queue on its own — there's nothing left to approve once billing has already happened or the job is off the board.

Money topics

• Approval thresholds are set per org, not fixed — see Set your pricing and business rules for where discount and refund approval limits are configured.
• Rejecting a line doesn't delete it — it stays on the work order, just not approved to bill, so the tech or dispatcher who added it can see it needs a correction.

Reference

• Who can reach Approvals — Owners and Office users. See Roles & permissions.