Purchase Requests

Enable the Purchase Requests module and set up the preferences for purchase requests.

To set up the preferences for purchase requests:

• Click Admin View on the left sidebar.
• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Select Modules under Customization.
• Click Purchase Requests from the list of modules.
• Choose the preference for the module:

Auto-generate Purchase Request Number

You can provide your own prefix or the auto-generated prefix, and specify a Start With number or use the auto-generated number.

Custom Status

If purchase requests in your organization include intermediate statuses for the default status Approved, you can add them by creating custom statuses.

Click + New to add more custom status and click - to delete a custom status.

General Preferences

• You can allow submitters to cancel the approved and on-hold purchase requests by checking the Allow submitters to cancel approved and on-hold purchase requests box.
• You can restrict the association of multiple vendors in a purchase request by checking the Restrict the association of multiple vendors in a purchase request box.
• You can restrict the use of multiple currencies in a purchase request by checking the Restrict the use of multiple currencies in a purchase request box.
• You can restrict the selection of multiple tag values for a tag by checking the Restrict selection of multiple tag values for a tag in a purchase request box.
• You can restrict the association of a purchase request with expenses when their categories are different by checking the Restrict association of purchase request with expenses when their categories are different box.

Approval Preferences

You can choose to allow approvers to approve their own purchase requests by checking the Allow approvers to approve their own purchase requests box.

Send Email & In-App notifications when

You can choose when to send email and in-app notifications.

Chatlet Preferences

Chatlet enables you to initiate discussions with other users in Zoho Expense. This feature is powered by Zoho Cliq, an application that makes collaboration and communication easy for teams.

Choose the users for whom you want to enable Chatlet.

• Click Save.