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Approve and reject purchase requests
Approve and reject purchase requests

Learn how to approve or reject a purchase request using the web portal.

J
Written by Jack
Updated yesterday

You can approve and reject purchase requests in the Invoicing module from the Approval area.

To approve or reject a purchase request, complete the following steps:

1. Go to Approval > Awaiting Approval (under the Purchase Requests heading).

2. Click on the purchase request line to expand it and see the full detail.

Note: You can use the blue Filter option to search for the purchase request you want to view.

3. Select from the following options:

  • Approve - to approve the purchase request, moving it onto the next approver (if there is one) or to Finance for acceptance.

  • Reject - to reject the purchase request back to the user with a rejection note.

  • Redirect Approval - to redirect the purchase request to another Approval Flow.

Note: If the permission to edit a purchase request when reviewing for approval has been enabled, the 'Edit' button will allow you to make any required changes.

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