Invoices and operations
Review, approve, reject, reopen, and audit assigned approvals
Use the central queue to make a supported decision and understand when a resolved approval can be reopened. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Assigned approver, manager, company admin.
- Approval assigned/visible to the user
- source-record permission
- pending/live approval
- signature/consent where required.
My Work → Approvals (#/approvals); deep link ?approval=
Review, approve, reject, reopen, and audit assigned approvals
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Open the workspace
In JobBuddy, go to My Work → Approvals (#/approvals); deep link ?approval=.
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Confirm access and starting state
Approval assigned/visible to the user; source-record permission; pending/live approval; signature/consent where required.
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Complete the main setup
Review State and Type filters, Open/Approved/Rejected/Cancelled, review metadata/properties, opening the target, comments, signature name/title/consent, approve/reject, manage/reopen resolved approvals, refresh, stale/cancelled records, and domain-specific effects.
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Review the important choices
Use the related expense, time, and JODA guides for their domain-specific effects.
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Verify the result
Use the central queue to make a supported decision and understand when a resolved approval can be reopened.
Expected result: Use the central queue to make a supported decision and understand when a resolved approval can be reopened.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Approval assigned/visible to the user; source-record permission; pending/live approval; signature/consent where required.
The result is incomplete or unexpected.
Approval types have different source records and consequences; queue state, assignee, comments/signature, target status, stale/cancelled state, reopening, and source-record access all matter.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Use the central queue to make a supported decision and understand when a resolved approval can be reopened.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.