What this page is for
Everything about one approval request, and the place to approve or reject it.
Who can use it
The person who asked, the approvers of the request, people who already decided, and people who set up approval rules.
How to decide
- Select Open the record to check the refund, credit note or invoice.
- Select Approve, or write a comment and select Reject. A comment is required when you reject.
Fields and columns
| Item | Meaning |
|---|---|
| Amount | The money involved. |
| Status | Waiting (with the level), Approved, Rejected or Withdrawn. |
| Asked by | Who started the request. |
| Rule | The approval rule that applied. |
| Decisions | Each approver's decision, level, time and comment. |
Statuses and automation
The person who asked is notified when the request is approved or rejected. Withdrawing the record (for example a refund) withdraws the request.
Settings that change this page
None.
FAQs
Can I change my decision? No. Ask for a new refund or credit note instead.
Troubleshooting
| Problem | What to do |
|---|---|
| "You can not decide this request" | It is yours, already decided, or waiting for another level. |