---
schema_version: "1"
id: d5bf4e6130d345d93448281b675132db1b7972aec5cc1890ebd6dd32d325d0b0
title: Manage Statement Approvals Manually
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_statements_approvals_manual.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_statements_approvals_manual.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f738de9d9cb42a24ba1fde257382b16624203f4b7fa6a1bca8949da51b5984ba
description: In the Approvals table, you can send statement approval requests, review statement approval progress, and approve a statement.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Manage Statement Approvals Manually

In the Approvals table, you can send statement approval requests, review statement approval progress, and approve a statement.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d91386e78">User Permissions Needed</th>
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        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d91386e78 ">To edit statement approval settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d91386e78 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Approval Settings: Manage</p>
            </td>

          </tr>
        </tbody>
      </table>

A statement approval freezes the corresponding statements for this period. If you unfreeze an approved statement, the approval is removed to preserve its integrity. Any calculations or amounts on the statement can change after recalculating.

1. From the Admin menu, click **Settings**, and select **Approvals**.
2. In the Approvals table, select a period (1).
    
    ![Select the period for statement management.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_statements_approvals.png)
3. In the period, select one or more users.
    
    You can search for users by name or filter the list of users by plan or team. To approve a statement, the user you select must have one of these privileges. You can’t send statements to external users.
    
    - The Company Admin default role
    - The Finance default role
    - A custom role with Statement Approvals: View and Statements: View permissions
    - An active team lead assignment for the statement owner’s current team
4. To send approval requests, click **Send** and select the approval route for the statements. In the popup, confirm the action.

Approvers receive a notification, depending on their notification settings, when it’s their turn to approve in the workflow.

To reset all approvals for the period, click the three dots on the main Approvals page. To reset individual statements within the approval table, select the rep and click **Reset**.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important After you reset approvals, you can't undo this action, and all progress will be lost.

#### See Also

- [User Roles and Permissions in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&release=264.0.0&type=5 "Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.")
- [Team Management in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_teams_management.htm&release=264.0.0&type=5 "Teams are an important component of commission plans. Sometimes team members receive commissions based on the entire team's performance, and managers receive commissions based on a team's performance, or even multiple teams. You can assign members to a team for a limited period by defining the start and end dates for the assignment. Teams can also be assigned team leads who can view the team members’ statements. When creating a variable for multiple plans, you can use custom fields in numerous plans and customize the value uniquely for each team.")