Mobile: How to approve firm-prepared documents

Once you have paid your invoice, you will be able to download the documents that have been prepared by your accountant. To ensure your satisfaction with their work and to facilitate corrections, you can review and approve firm-prepared documents. If you are not satisfied, you can indicate the reason.

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Approving firm-prepared documents

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.

If you need to print the document or view the audit trail, tap the three dots in the upper-right corner of the screen.

Rejecting firm-prepared documents

If you are not satisfied with the prepared document:

  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.

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