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Commenting on purchases

Can I provide more information and context about a purchase order request before submitting it or after its approval?

Updated over 2 weeks ago

You can add context to a purchase order request or a purchase order by posting a comment and tagging the relevant people so that they get notified.

The following information about comments to expenses and expense requests applies to comments for purchase orders and purchase order requests:

Commenting on purchases in the portal

To add a comment for a purchase order for which you have received a notification:

  1. Hover over your Inbox icon and select the desired notification. If you have direct access to that purchase order, you can open it by clicking on the notification.

  2. Type your comment, tag any relevant employees, and click on Send or press Enter to post and notify them accordingly. If you want to add a new line, press Shift+Enter.

If you receive a notification for a purchase comment but don't have direct access to it, hover over your Inbox icon, select the desired notification, and you'll be directed to your Inbox > Notifications tab.

Commenting on purchases in the app

Commenting on purchases without you having received notifications can be done from the Payhawk web portal only.

To reply to a purchase comment in the Payhawk mobile app, open your Inbox > Notifications and tap on the desired notification. Alternatively, tap on the push notification you've received on your phone.

Deleting purchase comments in the portal

The deletion of a comment will be displayed in the Activity > All history of the request.

To delete a purchase comment in the Payhawk web portal, go to the desired purchase, select the desired comment, and click on Delete.

To delete a comment for a purchase request, go to Inbox > Requests, select the desired request, and click on Delete for the desired comment.

Deleting purchase comments in the app

To delete a purchase comment in the Payhawk mobile app, go to your Inbox > Notifications and select the desired comment. Tap its three-dot menu and, then, Delete.

To delete a comment for a purchase request in the app, go to Inbox > Requests and select the desired request. Go to its Activity > Comments tab, tap its three-dot menu, and, then, Delete.

Viewing purchase activity

In addition to the comments, the Activity section contains information about the workflow of the purchase and its change log with the respective updates. For more details, see the article about viewing purchase activity.

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