For agencies💵 Billing & Payouts
Auto-approve clean closeouts
Turn on automatic approval for closeouts that exactly match the booked job with no travel, expenses, or discrepancies.
This opt-in setting clears your Pending Review queue of routine, no-surprise closeouts automatically, so you only spend time on jobs that actually changed.
Step by step
- 1Open your agency settings and find the Billing options.
- 2Enable the Auto-approve clean closeouts setting.
- 3Open the Billing page; the check runs automatically each time the page loads.
- 4Watch for the banner reading how many clean closeouts were automatically approved.
- 5Look for the Auto-Approved badge on those cards in the jobs-ready-to-invoice list to confirm.
Tips
- A closeout only qualifies if it is fully completed, every slot has a closeout, the actual times match the booked times to the minute, and there is no travel, mileage, expense, or discrepancy.
- Any time mismatch, travel, expense, or non-complete outcome disqualifies a job, so it stays in Pending Review for you to handle.
- Late cancellations are never auto-approved.
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