The Approval Manager simplifies and automates the entire approval process for jobs, artwork and content, estimates, purchase and insertion orders, media plans, vendor invoice, and client invoices.
All of the different approval requests are gathered together in the Approval Manager window. It shows all of the requests you made -- and the requests made of you. From this window you can track the status of your requests, as well as approve new requests. You can't approve your own requests, and you can't change the approval requests made by others.
| How the approval process works The Approval Manager dramatically enhances the existing approval functionality offered by Clients & Profits for years. The approval process is now active: it uses e-mail to notify staff members (and clients) that a certain step needs their approval, then lets them track their approvals right from Clients & Profits. The process is 100% paperless. Anyone can add an approval request, but only staff members with the right access privileges can approve a request. Job content, such as artwork, can be approved any client contact with approval rights. When a job approval requests added, both staff members and client contacts can be chosen to approve the request. Requests can be approved or rejected, which notifies the staff member who made the request automatically via e-mail. If you use the My Clients & Profits! X add-on web server, clients can approve job requests directly from any web browser. For better accountability, optional settings in approval preferences can require proposals, estimates, POs, invoices, and more to be approved before they can be posted or printed. The Approval Manager is not available in C&P Classic X. |
The Approval Manager window will display both the requests awaiting your approval as well as the requests you've made yourself. To see the approval request you've made, choose "I made" from the "show approval requests" drop-down menu.
Approval requests are displayed separately by kind: proposals, jobs, purchase orders, media, A/P invoices, and A/R invoices). Click on a tab to see the approval requests. Double-clicking on an approval request displays its complete detail.
From the Approval Window window you can review, edit, or delete approval requests, approve or reject a request, resend a selected approval request via e-mail, or print a hard-copy of a request to the printer.
 The Approval Manager window only shows pending approval requests. Once a request is approved, it is removed from the list. The approved request is saved in the Clients & Profits database for auditing on custom reports, but can no longer be displayed (except for jobs, which saves and displays approved and rejected requests).
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