Approving a Requisition

When an employee submits a purchase requisition, it goes to an internal approver for approval before moving forward in workflow. 

This article will show you, an Emburse Professional AP Approver, how to approve a purchase requisition.

Viewing Requisition Details

1. Any purchase requisitions that have been submitted for your approval are found under Approvals Needed, in the Requisitions tile. Click the Requisitions tile to open the Approval Inbox. 

   

2. This is your Approval Inbox. You will see everything that has been sent to you for approval here. To just see requisitions, click the Requisitions tab.

   

   If your company has enabled Quick Approve, you may see the Approve Selected button. If you know you would like to approve the requisition without opening it, click the checkbox to the left of the requisition, then click Approve Selected.

   

3. Click the requisition's title to view the Requisition Details. 

   

4. This is the Requisition Details page. Everything that has been entered in the requisition will be shown here. Click on a line item to see all of the line-item details.

   

5. Under the Allocations tab in the Line Item Details window, approvers can edit the GL and the Project.

   Approvers must have the Allow Approvers Edit During Approval Process permission enabled to edit line item details.

   

6. Click Save to finish. 
7. Under the Comments tab, approvers may view any comments the employee has attached to the individual item. 

   

Approvers may also enter their own internal comments on the line item by clicking Add Comment. 

Approving / Denying a Requisition

1. Approvers can choose to approve or deny line items individually or all at once. To approve or deny multiple line items at once, click the Green Check or Red X buttons at the top of the column.

   

   • Checkmark: This will approve all items in the requisition.
   • X: This will reject all items in the requisitions.

   Alternatively, use these buttons on each line item to reject or approve them individually.

   

2. Make sure all line items have been approved or rejected.

   

3. At the top of the screen, approvers have multiple options available under the More Actions button.

   

   • Route to Approver: Gives you the ability to send the requisition to another approver to review.
   • Budget Report: Creates a Project Budget Report. 
   • Reset Changes: This will undo any changes made to this requisition and reset them to the original values entered.
   • Process: Allows approvers to send the requisition further in the workflow, if approved, or back to the submitter, if rejected.
4. Click Process to continue.

You will be brought back to your Approval Inbox. The submitter will get an email that you have approved the requisition and can then create a purchase order.