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Commenting on purchase requests and purchase orders
Commenting on purchase requests and purchase orders

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

Updated over a week ago

You can add context to a purchase request you're submitting by posting a comment and tagging the relevant people so that they get notified. Similarly, you can also reply to comments other employees have posted.

For more information, see the following content which applies to purchases in an identical way as it does to expenses:

Copy-pasting links to comments

Copying links to comments is available from the Payhawk web portal only.

You can share a comment with a teammate by copying and sending over the link to that comment:

  1. In the Payhawk web portal, go to Purchases and select the desired expense.

  2. In Activity > Comments, hover over the desired comment and click on the icon that appears. This will copy the comment link to the clipboard.

  3. Paste the link for your teammate to view the comment.

Commenting on purchases in the portal

To add a comment for a purchase:

  1. If you have received a notification for a purchase comment, hover over your Inbox icon and select the desired notification. As a result, you'll be directed to the comment.

    Alternatively, go to Purchases, select the desired purchase, and go to its Activity > Comments.

    If you want to comment on a purchase with no comments so far, go to Purchases, select the desired one, and go to its Activity > Comments.

  2. Type your comment, tag any relevant employees, and click on Send to post and notify them accordingly.

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 one. Alternatively, tap on the push notification you've received on your phone.

Editing and deleting comments

Currently, comments cannot be edited or deleted.

Viewing other expense activities

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 comments and purchase history.

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