How can I resend approval emails for my purchase request or invoice?
This function allows users to resend approval emails from the platform to their next-in-line approver, which assists in prompting approvers and helping users chase on getting approval for their spend request.
Note: This feature is only available for Organisation Admins (OAs) and Finance Approvers (FAs).
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On the platform, navigate to the Accounts Payable tab on the sidebar and select Purchase Requests.
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Once you are in the Purchase Requests drawer, select the In Review tab to see all of your purchase requests created and awaiting approval.
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Select which purchase request you would like to resend an approval email for, Then, click the Actions dropdown menu button.
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Select the Resend Approval Email option from the dropdown menu. This will automatically send an email to your next-in-line approver, and a pop-out message will appear confirming this email has been re-sent.
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You may also do this by clicking the View button, where you will see full details about your selected purchase request in a separate Review Purchase Request window.
- From this window, you can once again select Resend Approval Email if all details are correct. The pop-out message will appear again confirming the email has been re-sent.
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