Resending approval emails

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).


Resending approval emails

  1. On the platform, navigate to the Accounts Payable tab on the sidebar and select Purchase Requests.

  2. Once you are in the Purchase Requests drawer, select the In Review tab to see all of your purchase requests created and awaiting approval.

  3. Select which purchase request you would like to resend an approval email for, Then, click the Actions dropdown menu button.

  4. 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.

  5. 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.

  6. 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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