Open a submission
From Payroll, click a submission to open its detail page. The header shows the company name and the pay period date range. Below it you’ll find summary cards (Total Hours, Total Amount, Employees, Pay Period) and a per-employee breakdown table with Regular Hours, OT Hours, PTO Hours, Total Hours, and Amount, with a totals row.Approve a submission
1
Click Approve
Use the Approve button (available while the submission is Submitted or
Reviewing).
2
Add an optional comment
In the Approve Payroll Submission dialog, optionally add Comments.
3
Confirm
Click Approve Payroll. The status becomes Approved, the approval is
recorded, and a confirmation email is sent to the client’s active users.
Reject a submission
1
Click Reject
Use the Reject button (while Submitted or Reviewing).
2
Explain why
In Reject Payroll Submission, enter a Rejection Reason — required,
minimum 10 characters.
3
Confirm
Click Reject Payroll. The submission returns to Submitted so the client
can correct and resubmit, and the client is notified with your reason.
Request changes
Request Changes is the middle ground — keep the submission in play but ask the client to adjust specific items.1
Click Request Changes
Use the Request Changes button (while Submitted or Reviewing).
2
Describe the changes
In the Request Changes dialog, enter Requested Changes — required,
minimum 10 characters.
3
Send
Click Request Changes. The client receives a notification listing exactly
what to update, and the submission returns to Submitted.
Mark as paid
Once the payroll liabilities have been paid, close out the cycle.1
Click Mark as Paid
The Mark as Paid button appears once the submission is Approved,
Customer Approved, or In QuickBooks.
2
Record a reference (optional)
In the Mark as Paid dialog, optionally add a Payment Reference such as
a check number or transaction ID.
3
Confirm
Click Mark as Paid. The status becomes Paid and the client is notified
that the cycle is complete.
IIF and history on the detail page
If an IIF file has been generated for the submission, an IIF Export card shows the filename, when it was generated, whether it was emailed, and a Download button. A Workflow History card records every action taken on the submission.Approving, rejecting, requesting changes, and marking paid require the
ADMIN or SUPER_ADMIN role. Read-only (VIEWER) users can see submissions
but can’t act on them.