Once you have sent your billable items to the customer they will receive an email with a secure link to approve the items. Customers will need to follow the steps below to approve these items.
Authorising Billable Items as a Customer:
1. Receive a 'List of Billable Items to Approve' email from no-reply@dataclarity.uk.com
2. To authorise or reject the items, click the link in the email.
3. You will see the customer details and the sender details, scroll down to see the details of the items.
4. Click the 'Expand' icons to see each individual item and click 'View' to see details of each individual item.
To Approve all Items:
5. Click 'Approve Selected' at the bottom of the page, all items will be approved and you can close the window.
To Reject all Items:
5. Click 'Reject Selected' at the bottom of the page, all items will be rejected and you can close the window.
To Approve/ Reject Selected Items Only:
5. Make sure all the items you would like to approve or reject are 'ticked' on the tick-box at the left-hand side of the user or item.
6. Click 'Approve Selected' or 'Reject Selected'.