Approval of Purchase Requests

Approve a Purchase Request

Once a purchase request has been submitted for approval, the approver can approve the purchase request. Here’s how:

Click Approvals on the left sidebar.
Select Purchase Requests from the top pane.
Open the purchase request in the Pending Approval status.
Click Approve in the top right corner.
Confirm your action by clicking Approve again in the Approve Purchase Request pop-up.

Note: Approvers can also approve a purchase request that was previously rejected. To approve a rejected purchase request: Open the purchase request in Rejected status > Click Approve in the top right corner > Confirm your action by clicking Approve in the pop-up.

Reject a Purchase Request

Once a purchase request has been submitted for approval, the approver can reject the purchase request if required. Here’s how:

Click Approvals on the left sidebar.
Select Purchase Requests from the top pane.
Open the purchase request in the Pending Approval status.
Click More in the top right corner.
Select Reject from the More dropdown.
Specify a reason for rejecting the purchase request in the Reject Purchase Request pop-up and click Confirm.

Note: Approvers can also reject a purchase request that was previously approved. To reject an approved purchase request: Open the purchase request in Approved status > Click Reject in the top right corner > Specify a reason for rejecting the purchase request and click Confirm in the pop-up.

Forward a Purchase Request for Further Approval

If you want to forward a purchase request for further approval:

Click Approvals on the left sidebar.
Select Purchase Requests from the top pane.
Open the purchase request that you want to forward for further approval.
Click More in the top right corner.
Select Forward from the More dropdown.
Select an Approver, include a message in the Forward Purchase Request pop-up, and click Forward.