Prerequisites
Before you begin, make sure:
You are an approver and a document is pending your approval.
You have the privilege to edit documents that are pending approval.
Make sure you are on the "Standard" side of ProcureDesk.
Step-by-Step Instructions
Step 1: Access Approvals
Go to Approvals from the left menu.
Step 2: Open the Document
Open the document that is pending approval.
Step 3: Edit the Document
Click on 'Edit' on the top right of the screen.
Step 4: Make Changes
Make the necessary changes and click on 'Update' at the bottom.
Step 5: Approve the Document
After updating, click on "Back" in the top right corner (where the edit option was) to find the option to Approve or Reject the Invoice at the bottom of the screen.
FAQs:
What if I cannot see the 'Edit' button?
You do not have access to edit documents that are pending your approval. Please contact your company administrator.