Payhawk

Depending on the <a href="https://help.payhawk.com/en/articles/5188069-defining-custom-approval-workflows#h_dc19b1237b">pre-defined workflows</a> at your company, you may be given the right to approve purchase requests submitted by your team members.

As a result, when a purchase request is submitted, you will automatically receive a notification in your Payhawk Inbox. If a document related to the purchase request, such as a draft contract, quote, or email from the supplier, has already been uploaded, you will be able to see it in the request too.

Accessing approval requests for purchase requisitions

You can access a purchase request from your phone or computer from the email request notification you have received.

Alternatively, open the Payhawk mobile app on your phone or log in to the Payhawk web portal with your browser, and access the request from your Payhawk Inbox.

- You can access a purchase request from your phone or computer from the email request notification you have received.
- Alternatively, open the Payhawk mobile app on your phone or log in to the Payhawk web portal with your browser, and access the request from your Payhawk Inbox.

To approve a purchase request from the Payhawk mobile app: 

Under Pending, select the desired purchase request by tapping it.

1. Open the Payhawk mobile app.
2. Tap Inbox.
3. Under Pending, select the desired purchase request by tapping it.
4. Tap Approve.

To decline a purchase request from the Payhawk mobile app:

Select the desired purchase request by tapping it.

Tap Decline. As a result, the Decline this request screen opens. Now, you have to select whether to return the purchase request for the reporter to update, or reject and delete the purchase request altogether.

To return the purchase request for the employee to update and re-submit:

1. Tap the Return to employee option.
2. Under Note, enter the reason for declining with the additional details the employee is required to provide.
3. Tap the Return button to confirm.

To reject and delete the purchase request:

1. Select the Reject and delete option.
2. In the dialog that opens, under Note, enter the reason for your rejection.
3. Tap the Reject button to reject and delete the purchase order.

1. Open the Payhawk mobile app.
2. Go to Inbox.
3. Select the desired purchase request by tapping it.
4. Tap Decline. As a result, the Decline this request screen opens. Now, you have to select whether to return the purchase request for the reporter to update, or reject and delete the purchase request altogether.
 
 To return the purchase request for the employee to update and re-submit:
 1. Tap the Return to employee option.
 2. Under Note, enter the reason for declining with the additional details the employee is required to provide.
 3. Tap the Return button to confirm.
 
 
 
 To reject and delete the purchase request:
 1. Select the Reject and delete option.
 2. In the dialog that opens, under Note, enter the reason for your rejection.
 3. Tap the Reject button to reject and delete the purchase order.

To approve a purchase request from the Payhawk web portal: 

Select the desired purchase request by clicking on it. 

1. Log in to the Payhawk web portal. 
2. Go to Inbox.
3. Select the desired purchase request by clicking on it. 
4. Click on Approve.

To decline a purchase request from the Payhawk web portal:

Select the desired purchase request by clicking on it.

Click on Decline. As a result, the Decline this request screen opens. Now, you have to select whether to return the purchase request for the requester to update, or reject and delete the purchase request altogether.

1. Click on the Return to employee option.
2. Under Note, enter the reason for declining with the additional details the employee is required to provide.
3. Click on the Return button to confirm.

1. Select the Reject option.
2. Under Note, enter the reason for your decision.
3. Click on the Reject button to confirm.

1. Log in to the Payhawk web portal.
2. Go to Inbox.
3. Select the desired purchase request by clicking on it.
4. Click on Decline. As a result, the Decline this request screen opens. Now, you have to select whether to return the purchase request for the requester to update, or reject and delete the purchase request altogether.
 
 To return the purchase request for the employee to update and re-submit:
 1. Click on the Return to employee option.
 2. Under Note, enter the reason for declining with the additional details the employee is required to provide.
 3. Click on the Return button to confirm.
 
 
 
 To reject and delete the purchase request:
 1. Select the Reject option.
 2. Under Note, enter the reason for your decision.
 3. Click on the Reject button to confirm.

<a href="https://help.payhawk.com/en/articles/5190290-approving-and-declining-expense-requests#h_e5427092fa">Notes on expense requests and purchase orders</a>

- <a href="https://help.payhawk.com/en/articles/5190290-approving-and-declining-expense-requests#h_e5427092fa">Notes on expense requests and purchase orders</a>

Approve or reject requests sent by other employees to allow them to create purchase orders for required company goods or services.

Accessing approval requests for purchase requisitions

Approving purchase requests on mobile

Declining purchase requests on mobile

Approving purchase requests on the web

Declining purchase requests on the web

Useful resources