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After you submit a period, your bookkeeper reviews the hours and sends back a payroll summary. The Payroll Summaries screen is where you review those summaries and give the final approval that lets payroll proceed. The header reads Payroll Summaries — “Review and approve payroll summaries for your company.”
Payroll summaries list

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The round trip

A period travels back and forth between you and your bookkeeper:
1

You submit

You submit the period — its status becomes Pending Approval on the bookkeeper’s side.
2

Your bookkeeper reviews

They check the numbers and send the summary back to you (status Awaiting Review).
3

You approve

You review the summary and click Approve Payroll — status becomes Approved and your bookkeeper finishes processing.

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The summaries list

Three cards summarize your queue: Pending Approval (“Require your review”), This Month, and Recent Submissions. You can search with “Search by period or amount…” and filter by status (All Statuses, Customer Submitted, Customer Approved, Summary Sent, Completed).
ColumnWhat it shows
PeriodThe pay-period date range
StatusWhere the summary is in the round trip (see below)
GeneratedWhen it was submitted
ActionsView, plus Review when it’s waiting on you

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Status badges

BadgeMeaning
Pending ApprovalYou submitted it; your bookkeeper hasn’t sent the summary back yet
Awaiting ReviewThe summary is back and waiting for your approval
ApprovedYou’ve approved it
CompletedPayroll processing is finished

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Reviewing and approving a summary

Click View (or Review) to open a summary. The detail page shows the period, its status, when it was submitted, the pay-period type, and payroll details such as the submission ID and the generated IIF file name. When a summary is Awaiting Review, an Approval Required banner appears — “This payroll summary requires your review and approval before processing” — along with an approval section:
1

Add notes (optional)

Use the Notes (Optional) box to add any comments for your bookkeeper.
2

Confirm

Check “I approve this payroll summary for processing.” By approving, you confirm the details are accurate and authorize payment processing.
3

Approve

Click Approve Payroll. While it processes you’ll see “Approving…”, then you’re returned to the summaries list with the status updated to Approved and a confirmation that the summary was approved.
You can approve only once the summary is back from your bookkeeper (status Awaiting Review). A summary that’s still Pending Approval can’t be approved yet — your bookkeeper has to send it back first. Approving requires the Owner or Manager role.
No separate “request changes” button exists — if a summary looks wrong, add a note explaining the issue and contact your bookkeeper rather than approving it.