Prerequisites
Necessary permissions to approve documents.
Make sure you are on the "Standard" side of ProcureDesk.
Step-by-Step Instructions
Navigate to the Approval Section
Go to the approval section by clicking on the approval option on the left-hand side menu.
You will see all the documents (request, order, invoice, receipt, expense) listed that are pending your approval.
View Order Details
To view more information about a document, click on the document number.
Approve or Reject
Click the "Approve" button at the bottom to approve.
Click the "Reject" button at the bottom to reject.
FAQs and Troubleshooting
What should I do if I cannot find the document in the approval section?
You may have approved the document you are looking for. Click on "Show Approved Items" on the Approval page to view all the documents you have approved.
Can I edit a document as an approver before approving it?
Yes, you can. Read here: How an Approver can edit a Document?