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Approving purchase requests
Approving purchase requests

How to approve a purchase request.

J
Written by Jack
Updated over a week ago

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

Please follow the steps below to approve a purchase request.

1. Click on Awaiting Approval in the Purchase Requests section.

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

3. You will then be presented with 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.

If permissions to edit purchase requests when reviewing them for approval have been enabled, the Edit button will allow you to make any required changes.

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