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Generating a report to check for Orders pending Approval?

This guide explains how to view pending approval orders in ProcureDesk, aiding in the accrual process and accurate cash flow forecasting.

Updated over 10 months ago

Prerequisites

  • Ensure you have the necessary permissions to access the Reports section in ProcureDesk.

  • Make sure you are on the "standard" side of ProcureDesk.

Step-by-Step Instructions

Step 1: Navigate to Reports

  • Go to the "Reports" section in the left menu of the landing page.

Step 2: Access Purchase Orders Pending Approval

  • Click on "Purchase Orders Pending Approval."

Step 3: View Pending Orders

  • The report will display all orders that are pending approval.

  • All fields in this report are self-explanatory.

Step 4: Check Approval Status

  • The "Pending with" field shows who is responsible for approving the order.

FAQs and Troubleshooting

Q: What if I don't have access to the Reports section?
A: Contact your company's administrator to gain the necessary permissions.

Q: Can I export the report for further analysis?
A: Yes, most reports in ProcureDesk can be exported. Look for the "Download Report" option within the report interface.

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