Reviewing, approving, and rejecting payment requests

A payment request document can be:

  • Approved by the reviewer.
  • Rejected by the reviewer.
  • Returned for additional information by the reviewer.

To approve, reject or request additional information for a payment request document you can use these options on a Payment Request details page:

  • Approve
  • Reject
  • Return for more information

    You must specify a reason for rejecting or returning the document. The email notification sent to users after a document is rejected or returned for more information includes the approvers rejection note.

    Documents that are rejected or returned for more information are displayed in bold on a user's Inbox tab, for easy identification.

Note: Additional options on the Payment Request details page can be configured.