Payhawk

After you <a href="https://help.payhawk.com/en/articles/8499083-creating-and-deleting-purchase-requests#h_dafae71091">add the required purchase details</a> to your purchase order request, you can submit it for approval.

Initial submission of purchase order requests

To submit your purchase order request for approval: 

In the Payhawk web portal, go to Purchases &gt; Draft.

Select the desired purchase order request by clicking on it. 

Click on Send for approval. As a result, the approver will receive a notification in their Inbox and the purchase order request will move under the Pending approval tab.

1. In the Payhawk web portal, go to Purchases &gt; Draft. 
2. Select the desired purchase order request by clicking on it. 
3. Click on Send for approval. As a result, the approver will receive a notification in their Inbox and the purchase order request will move under the Pending approval tab.

Submitting returned purchase order requests for approval

After you send your purchase order request for approval, it may turn out that some of the provided information is wrong and the approver has returned the document for you to update. 

To edit and re-submit a purchase order request after it has been returned to you:  

In the Payhawk web portal, go to Purchases &gt; Returned.

Select the purchase order request by clicking on it and edit the required data. 

- To edit the note of the purchase order request, click on the three dots menu and select the Edit option. 
- To modify the items, select the ones you need. 
- To add more items, click on the + Add new item button and provide the required details.

When ready, click on Send for approval.

1. In the Payhawk web portal, go to Purchases &gt; Returned. 
2. Select the purchase order request by clicking on it and edit the required data. 
 - To edit the note of the purchase order request, click on the three dots menu and select the Edit option. 
 - To modify the items, select the ones you need. 
 - To add more items, click on the + Add new item button and provide the required details.
3. When ready, click on Send for approval.

Editing submitted or approved purchase order requests 

You may need to update or add some data to an already submitted or approved purchase order request. In such cases, Payhawk enables you to edit your purchase order request without having to wait for the approver to explicitly return it to you.  

The return for editing of the document will be added to the audit log and will be visible under its Activity tab.

 To update your submitted purchase order request or approved purchase order: 

In the Payhawk web portal, go to Purchases.

Select the desired submitted purchase order request or approved purchase order by clicking on it. 

Click on its three-dot menu and select the Edit option. As a result, the document moves back to the Draft tab.

If the purchase order has been approved by some or all required approvers: 

1. On the next screen, confirm that you want to edit the document and click on Edit purchase order.
2. Update the necessary details.
3. Click on Send for approval.

If the purchase order request has been submitted but not yet approved: 

1. You'll be redirected to the purchase order request details screen. Update the necessary data. 
2. Click on Send for approval.

1. In the Payhawk web portal, go to Purchases. 
2. Select the desired submitted purchase order request or approved purchase order by clicking on it. 
3. Click on its three-dot menu and select the Edit option. As a result, the document moves back to the Draft tab.
4. If the purchase order has been approved by some or all required approvers: 
 1. On the next screen, confirm that you want to edit the document and click on Edit purchase order.
 2. Update the necessary details.
 3. Click on Send for approval. 
 
 
 If the purchase order request has been submitted but not yet approved: 
 1. You'll be redirected to the purchase order request details screen. Update the necessary data. 
 2. Click on Send for approval.

<a href="https://help.payhawk.com/en/articles/8498949-approving-and-declining-purchase-requests">Approving and declining purchase order requests</a>

<a href="https://help.payhawk.com/en/articles/8499083-creating-and-deleting-purchase-requests">Creating and deleting purchase order requests</a>

<a href="https://help.payhawk.com/en/articles/8523783-uploading-and-viewing-receipt-notes-for-purchase-orders">Uploading and viewing receipts notes for purchase orders</a>

<a href="https://help.payhawk.com/en/articles/8523786-uploading-and-viewing-invoices-for-purchase-orders">Uploading and viewing invoices for purchase orders</a>

- <a href="https://help.payhawk.com/en/articles/8498949-approving-and-declining-purchase-requests">Approving and declining purchase order requests</a> 
- <a href="https://help.payhawk.com/en/articles/8499083-creating-and-deleting-purchase-requests">Creating and deleting purchase order requests</a>
- <a href="https://help.payhawk.com/en/articles/8523783-uploading-and-viewing-receipt-notes-for-purchase-orders">Uploading and viewing receipts notes for purchase orders</a>
- <a href="https://help.payhawk.com/en/articles/8523786-uploading-and-viewing-invoices-for-purchase-orders">Uploading and viewing invoices for purchase orders</a>

What to do to have my purchase request approved? How to request and get it approved? If it's returned to me, what to do to get it approved?

Initial submission of purchase order requests

Submitting returned purchase order requests for approval

Editing submitted or approved purchase order requests

Useful resources