Reviewing & approving
REVIEW AND APPROVE DRAFTS
How to review coded drafts and approve clean bills into your ledger.
Open a draft, check the supplier, amounts, accounts, and tax. If it looks right, approve and Cleriyo sends a clean bill to your ledger. If something is off, fix it before you approve — especially in the first weeks while Cleriyo is learning.
Related questions
Can I edit after approving?
Yes. Drafts stay editable until the bill is paid in your accounting software.