How do I approve multiple ProPays at once?

Purpose

This article shows you how to approve multiple ProPays at the same time in Protiv. Bulk approval helps managers and admins move faster when reviewing many completed ProPays at once.

When To Use This

Use this when you are:

• Reviewing a large batch of completed ProPays
• Preparing bonuses for payroll or payout
• Managing high job volume and want to save time
• Confident the selected ProPays are accurate and ready to approve

Before You Start

Before bulk approving ProPays, make sure:

• You have permission to approve ProPays
• The ProPays you want to approve are in Active status
• The ProPays are not part of a group (grouped ProPays must be approved separately)
• You’ve already reviewed hours, costs, and bonus calculations

Step-by-Step Instructions

Step 1 — Open the ProPays list

Navigate to the ProPays list from your dashboard. This view shows all ProPays you have access to review and approve.

Step 2 — Select multiple ProPays

1. Check the boxes next to each ProPay you want to approve.
2. Only ProPays that are:
   • Active
   • Not part of a group
3. Can be selected for bulk approval.
4. Once selected, a bulk action bar appears at the top showing how many ProPays you’ve selected.

Step 3 — Click Approve

In the bulk action bar, click Approve.

This opens a confirmation modal showing how many ProPays will be approved.

Step 4 — Set the approval date (optional)

If needed, choose an approval date in the modal.

This date is used for financial tracking and reporting. If you don’t change it, Protiv uses today’s date.

Step 5 — Confirm approval

Click Approve ProPays to finish.

Protiv processes the approvals in the background. Once complete, the selected ProPays move to Approved status.

Examples

Example:
You have 12 completed ProPays from last week that are all accurate and ready.

• You select all 12 in the ProPays list
• Click Approve once
• Confirm the approval

Result: All 12 ProPays are approved without opening them one by one.

Common Mistakes & How To Fix Them

• Trying to bulk approve grouped ProPays
  Fix: Grouped ProPays must be approved from their group view. Approve the group instead.
• Selecting ProPays that are not Active
  Fix: Only Active ProPays can be approved. Approved, deleted, or canceled ProPays cannot be selected.
• Skipping review before bulk approval
  Fix: Always spot-check hours, costs, and bonuses before approving in bulk.
• Not seeing the bulk action bar
  Fix: Make sure at least two eligible ProPays are selected and that none are grouped.