Overview

This guide explains how Approvers can review, approve, and reject requisitions within the system.

You will learn how to:

• Access the Requests & Approvals screen
• Review pending requisitions
• Approve or reject single or multiple requests
• Use filters for enhanced visibility

How Approval Notifications Work

Indicator Badge

If you have items awaiting approval:

• A red notification circle appears in the top-right navigation
• The number shown represents all pending approvals (not just requisitions)

The badge reflects total approval workload across all modules.

How to Access Requests & Approvals

You can access approvals using two methods:

Requests & Approvals Screen (Overview)

Once opened, you will see a list of pending approvals assigned to you.

Additional columns may be visible depending on your system configuration and setup.

Displayed Columns Include

You will only see requests where you are the nominated Approver.

Viewing All Approvals (Advanced Permission)

If your profile includes elevated permissions:

• You may approve all requisitions, not just those assigned to you

To enable full visibility:

• Apply filter: Show all I can approve

Request Actions Overview

Each requisition row includes action controls on the right-hand side.

View a Requisition

1. Go to Requests & Approvals
2. Locate the requisition
3. Click ⋯ (Ellipsis)
4. Select View

From the View screen, you can also select Cancel Request to cancel the requisition immediately.

Approve a Requisition

Single Approval

1. Locate requisition in list
2. Click ✔ Approve icon

Approval is immediate and cannot be undone without a reversal process.

Reject a Requisition

1. Locate requisition in list

2. Click ✖ Reject icon

3. Enter a Reason for rejection in the pop-up window

4. Click OK

Rejected requests will not proceed to posting unless resubmitted and re-approved.

Bulk Approval (Multiple Requisitions)

Step 1 – Select Requests

• Tick the checkbox on the left of each requisition

Step 2 – Open Actions Menu

• Click the Actions dropdown

Step 3 – Execute Action

• Select Approve

Bulk actions only apply to selected items in the list.

Cancel a Requisition

You can cancel a requisition directly from the list view.

Steps

1. Locate the requisition
2. Click ⋯ (Ellipsis)
3. Select Cancel

Cancellation is immediate.

Where to View Cancelled Requisitions

• In the Matter → Requisitions section (Status: Cancelled)

• In Requests & Approvals by:

  • Applying a Status filter, or

  • Selecting the History tab

Key Behaviour Summary

Best Practices

• Always review Requester, Reason, and Amount before approving
• Use View option for full details when unsure
• Ensure consistency when using bulk approvals
• Reject clearly invalid or incomplete requests promptly
• Use filters to manage large approval queues efficiently