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Bulk Approve Jobs

How do I approve many jobs at once? How do I approve all pending jobs? Why were some jobs skipped when I approved?

Web: Work > Job Review > Pending

Select the jobs you want in the list on the left. A bar appears with the button 'Approve N jobs'. Click it. TeamBuyIn approves them and locks their payouts, the same as approving one job. You can click 'Deselect all' to clear your selection.

After it finishes, TeamBuyIn shows a summary of how many jobs were approved, skipped, refused or failed:

  • Approved -- the job moved to Reviewed.

  • Skipped -- the job was already reviewed.

  • Refused -- the job was not pending, was archived, was still syncing, or was not found.

  • Failed -- something went wrong. Try again.

If none of your selected jobs are pending, TeamBuyIn says 'None of the N selected are pending review.'

Pending jobs completed before your date range sit in a closed section called 'Needs review from before (date)'. They are left out of bulk approval until you open that section. Visits that are held for a month-end invoice are also left out. See Review a job.

Note: Check your payouts before you approve in bulk. Approved jobs lock until you restore them. See Restore a Job.

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