Client Approval Actions
The Client Approvals tab lists all your client approvals which can then be submitted, approved or rejected.
Approving Client Approvals
There are three ways by which a Client Approval can be approved.
1. From the Client Portal
Your clients can view your client approvals from the Timesheet tab in the Client Portal.
From here, they can then approve a time entry by clicking the Approve button on the top right corner.
As soon as a time entry is approved, you will get notified within Zoho Books.
2. From the Timesheet Module
- Go to the Timesheet module under the Time Tracking tab from the left sidebar.
- Select the time entries that need to be approved.
- Click Mark as Approved button on the top to approve them.
3. From the Client Approvals Module
- Go to the Client Approvals module under the Time Tracking tab from the left sidebar.
- Select a time entry that you’d like to approve and click the More drop down.
- Select Mark as Approved.
- Click Yes in the following pop-up to approve the time entry.
Rejecting Client Approvals
Client Approvals can be rejected in three ways as well.
1. From the Client Portal
Your clients can view your client approvals from the Timesheet tab in the Client Portal.
From here, they can then reject a time entry by clicking the Reject button on the top right corner.
- Your client will then be asked to enter a reason for rejecting the approval.
You will be notified if any of your time entries are rejected along with their reason within Zoho Books.
- You can view a reason for the rejection under the Comments & History section from the client approval page. You can also add or delete your comments from there.
Note: You can use this comment section to exchange messages and discuss about time entries with your clients.
2. From the Timesheet Module
Sometimes, your clients may directly tell you that they don’t approve of an invoice instead of rejecting it from the client portal. In such cases, you can manually mark invoices as rejected. To do so:
- Go to the Timesheet module under the Time Tracking tab from the left sidebar.
- Select the time entries that need to be marked as rejected.
- Click the More dropdown and select Mark as Rejected.
3. From the Client Approvals Module
- Go to the Client Approvals module under the Time Tracking tab from the left sidebar.
- Select the time entry that needs to be marked as rejected.
- Click the More dropdown and select Mark as Rejected.
Note: Only submitted client approvals can be marked as rejected.
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