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For some businesses, the additional process of approving invoices through to the integrated accounting package isn’t required. When checking out of a job in the app, you can choose to immediately approve the invoice to your integrated accounting package. This option is only available to staff with ‘Show Invoicing’ privileges (Settings > Security Roles > View/Edit > Invoicing > Show Invoicing: After you have configured the required settings, you can choose to auto-approve invoices in the Check Out view on the app. Here’s how:

Check Out of a job

Tap Job Completed, then tap Approve Invoice

If you have integrated with an accounting package it will appear here

NOTE: toggling this setting on one job will apply the same “On” or “Off” setting to all subsequent jobs on that specific device, until toggled again.
Last modified on February 10, 2026