Step 4 of 13: Approvals

Approvals

Review and approve requests

Approvals

The Approvals section shows all purchase requests that require your review and action. Approve or reject requests based on your role and authority.

Administrator Approval Authority

Full approval authority for all requests across all branches

Pending Approvals

The approvals list shows all requests waiting for your action:

Request Details

View request number, title, requester, and total amount

Branch Information

See which branch submitted the request

Priority Level

Identify urgent requests that need immediate attention

Submission Date

See when the request was submitted

Approving a Request

1

Review the Request

Click on a request to view its full details, including items, descriptions, and attachments

2

Verify Information

Check that the items, quantities, and prices are reasonable and within budget

3

Take Action

Click "Approve" to approve the request, or "Reject" if changes are needed

4

Add Comments (Optional)

Add any notes or comments for the requester, especially if rejecting

Rejecting Requests

When rejecting a request, always provide a clear reason. The requester can then edit and resubmit their request based on your feedback.

Notifications

Requesters receive email notifications when their requests are approved or rejected. Make sure to act promptly on pending requests.

Approvals

The Approvals section shows all purchase requests that require your review and action. Approve or reject requests based on your role and authority.

Finance Approval Authority

Primary approver for purchase requests. You are part of the approval chain.

Pending Approvals

The approvals list shows all requests waiting for your action:

Request Details

View request number, title, requester, and total amount

Branch Information

See which branch submitted the request

Priority Level

Identify urgent requests that need immediate attention

Submission Date

See when the request was submitted

Approving a Request

1

Review the Request

Click on a request to view its full details, including items, descriptions, and attachments

2

Verify Information

Check that the items, quantities, and prices are reasonable and within budget

3

Take Action

Click "Approve" to approve the request, or "Reject" if changes are needed

4

Add Comments (Optional)

Add any notes or comments for the requester, especially if rejecting

Rejecting Requests

When rejecting a request, always provide a clear reason. The requester can then edit and resubmit their request based on your feedback.

Notifications

Requesters receive email notifications when their requests are approved or rejected. Make sure to act promptly on pending requests.

Approvals

The Approvals section shows all purchase requests that require your review and action. Approve or reject requests based on your role and authority.

Department Manager Approval Authority

Approve requests from your branch within your approval limits

Pending Approvals

The approvals list shows all requests waiting for your action:

Request Details

View request number, title, requester, and total amount

Branch Information

See which branch submitted the request

Priority Level

Identify urgent requests that need immediate attention

Submission Date

See when the request was submitted

Approving a Request

1

Review the Request

Click on a request to view its full details, including items, descriptions, and attachments

2

Verify Information

Check that the items, quantities, and prices are reasonable and within budget

3

Take Action

Click "Approve" to approve the request, or "Reject" if changes are needed

4

Add Comments (Optional)

Add any notes or comments for the requester, especially if rejecting

Rejecting Requests

When rejecting a request, always provide a clear reason. The requester can then edit and resubmit their request based on your feedback.

Notifications

Requesters receive email notifications when their requests are approved or rejected. Make sure to act promptly on pending requests.