Approve or Reject a Purchase Request

Approve a Purchase Request

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

  • Go to My View on the left sidebar.
  • Click Approvals on the left sidebar.
  • Select Purchase Requests from the top pane.
Approve a Purchase Request
  • Open the purchase request in the status.
  • Click Approve in the top right corner.
Approve a Purchase Request
  • Confirm your action by clicking Approve again in the Approve Purchase Request pop-up.

Reject a Purchase Request

If you want to reject the purchase request:

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

Forward a Purchase Request for Further Approval

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

  • Go to My View on the left sidebar.
  • 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.
Forward a Purchase Request
  • Select Forward from the More dropdown.
Forward a Purchase Request
  • Select an Approver, include a message in the Forward Purchase Request pop-up and click Forward.

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