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‘Draft’ or
  1. There are four Client Access statuses, these are visible per job and on the All jobs screen

Draft

Ready

Approved

Disapproved

2. Jobs will default to ‘Draft’ on sync or submit

3. Jobs can be edited in bulk or one by one to ‘Ready’ for approval from the client

Warningtip

‘Draft’ jobs will be hidden from the client, ‘Ready’ jobs will be available for review

4. Jobs will then update with ‘Approved’ or ‘Disapproved’ by the client.

Any comments will be visible on the job summary page.If changes need to be made to the job you can

5. If jobs are approved, great! They’re ready for payroll or invoicing.

If jobs are disapproved, edit the job as required and revert the status back to a) ‘Draft’ to hide the job again or b) revert the status back to

‘Ready’ to prompt the Client to review again.

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