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View users' purchase requests awaiting approval

Learn how to see if there are any purchase requests that are still with an approver from the Invoicing module Finance area.

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Written by Jack
Updated yesterday

Finance users can view purchase requests awaiting approval, redirect an approval and send approval reminders from the Awaiting Approval section of the Finance area by following the steps below:

1. In the Invoicing module, go to the Finance area.

2. In the Purchase Requests section, click the Awaiting Approval subheading.

All awaiting approval purchase requests for all users will display in this section.

What can you do in this section?

  • Filter purchase requests - you can narrow down the results by clicking Filter.

    • Using the Search field, you can search by purchase request number, owner, description or supplier.

  • View individual purchase requests - you can click on a purchase request to view the details.

    Against each purchase request, click the three dots icon to reveal the following options:

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

    • Approve - approve the purchase request on behalf of the listed approver (only available if the Additional Setting in Admin is enabled).

    • Reject - reject the purchase request on behalf of the listed approver (only available if the Additional Setting in Admin is enabled).

    • View History - view the history of the purchase request.

    • Invoices - view any invoices associated with the purchase request.

  • Download purchase requests - you can download your users' awaiting approval purchase requests to a CSV or PDF file by ticking the checkboxes next to the required purchase requests, clicking Export and selecting Export All or Export Selected from the drop-down and selecting a desired export format.

  • Send approval reminders - you can send an approval reminder email to the listed approver by ticking the checkbox(es) next to the relevant purchase request(s), then clicking Actions > Send Reminder.

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