Approve or reject a Tier 2/3 action

The Approvals queue is your daily inbox of agent actions awaiting human sign-off.

Where to find it

Agents → Approvals in the app sidebar. Notification badge shows pending count.

What you see per item

• Agent + Tier - e.g. "Filing Agent · Tier 3"
• Client - which client the action is for
• Action summary - "Submit GSTR-3B for Mar 2026, ITC ₹8,24,310, cash payment ₹0"
• Reasoning trace - every step the agent took to reach this proposal (see Reasoning trace)
• Diff - what changes if you approve (e.g. cash ledger debit, return status change)
• Approval / Reject buttons + optional comment

Approve

Clicking Approve:

1. Logs your approval with timestamp
2. Releases the agent to execute
3. The agent runs to completion (or fails - in which case you see the error)
4. The result is logged against the original approval

Reject

Clicking Reject:

1. Asks for a reason (free text)
2. The agent's proposal is discarded
3. The original work item (e.g. the GSTR-3B return) goes back to its previous state
4. Your reject reason is logged

Bulk approval

For low-risk batches (e.g. 20 IMS Accept actions on matched invoices), you can multi-select and approve in one click. Tier 3 actions cannot be bulk-approved.

Reviewer role

A user with Reviewer role can approve / reject but cannot edit data or initiate new actions. Useful for a CA who only does final sign-off.