Approve or Reject a Job Quote

Use these steps to approve or reject a job quote.

To approve or reject a draft invoice:

  1. Tap , and then tap Approvals.
  2. On the Items for Approval screen, tap Job Quote to display the job quotes awaiting approval.
  3. Tap a job quote to review the details.
  4. On the Job Quote screen, take any of the following steps:
    • Tap a job quote to view the entry details.
    • Tap or to move to the previous or next job quote.
    • Tap PDF to view a PDF version of the draft invoice.
    • Tap then tap Approve, Undo Approve/Reject, or Reject.

      When you tap Reject, you are required to enter a reason on the Rejection Comment window.