Approve purchase orders and bills
You review the purchase documents waiting for your decision, then approve or reject them.
Before you start
- You are an approver in the purchase approval route (Employee › Approval Routes) and have access to approve purchases.
- A document waiting for your approval. The person who created a request cannot approve it themselves.
Steps
Step 1: Open Purchase approvals
On the Purchase & Expenses page, click the Purchase approvals bell. The queue lists the documents Pending your decision, filtered by Bill, Order and Advance.
Screenshot coming soon
The Purchase approvals queue with document cards waiting for approval.
Step 2: Review it
Click View detail for a summary of the vendor, items and amount. Choose Open full document when you need the attachments or every line.
Screenshot coming soon
A purchase document summary with the vendor, items, total and the Open full document button.
Step 3: Click Approve or Reject
Confirm in the Approve request? dialog. On a document's detail page, Approve is in the bottom bar and Reject is in the More document actions menu.
Screenshot coming soon
The Approve request? confirmation dialog over the approval queue.
When you are done
- With a multi-level route, the document moves to the next approver.
- After the last approval the status becomes Approved. A rejected document is Canceled.
- An approved purchase bill appears in the Payment Schedule automatically.
Common problems
The Approve button is missing
It only shows for the approver whose turn it is. Check the Approval status panel on the document to see who it is waiting for.
Who decides the approvers?
A company admin sets them in Employee › Approval Routes, per document type such as Purchase Order and Purchase Bill.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.