You can create, edit and submit draft purchase requests from the My Purchases area in the Invoicing module.

To create a new purchase request, complete the following steps:

1. Go to My Purchases.

2. Click New Request.

3. On the Details tab, complete the details of your purchase request.

Note: If you're creating a recurring purchase request, the amount should cover the total spend to be approved. We also recommend you set an End Date.

4. You can drag and drop files to attach to your request or click the Browse for file(s)… button to find and upload a file saved on your device.

5. On the Items tab, complete the item lines as required. To add a new line click +Add Item.

6. To save and submit your purchase request for approval, click the Save & Submit button.

Note: If you're not ready to submit your purchase request for approval, click the Save button to save it to your Draft area; this will allow you to edit the purchase request again before submitting it. You can also duplicate your purchase requests from the Draft area.

You can only edit purchase requests in your Draft area. To edit an existing draft purchase request, complete the following steps:

1. Go to My Purchases > Draft.

2. Click on the purchase request line to expand it.

3. Click the Edit button.

4. Once you've made your required changes, click Save or Save & Submit.

To submit a purchase request in your Draft area for approval, complete the following steps:

1. Go to My Purchases > Draft.

2. Click on the purchase request line to expand it.

3. Click the Submit button.

Note: You can also click the Edit button to review the purchase request details again and then click Save & Submit.

4. Click Continue to submit the purchase request.

If you need to recall a purchase request that is awaiting approval, you can recall that purchase request back to your Draft area.