Skip to main content
All CollectionsFAQs
Generating a report to check for Orders pending Approval?
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 4 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.

Did this answer your question?