To configure Approval Preferences

Choose Clients & Profits > Preferences (on a Mac) or Setup > Preferences (on Windows), then choose Approvals from the preference pane on the left.

Select the checkbox to enable online approvals and they can be made for jobs, estimates, POs, change orders and more from any web browser if you're using the My Clients & Profits! X add-on web server.

There are several options available for you to require internal approvals in specific situations. You can require an approval before proposals can be sent to clients, before estimates, media orders, POs or media plans can be printed, before A/R invoices can be posted, and many more.

There's also a field for a custom standard greeting for approval emails. It appears at the beginning of every approval request email, including clients and staff members.