Purchase order approvals

Where to find it

Purchase orders → open a Cashfeed purchase order → approvals panel

✅ Common tasks

Add an approver

1. Open the purchase order.

2. Click Add approvers.

3. Search by name or email.

4. Select a person or enter a valid email address.

5. Press Enter or click Add approver.

Only purchase orders created in Cashfeed can use approval requests.

Respond to approval requests

1. Open the approval request assigned to you.

2. Click Approve or Decline.

3. Add a message if needed.

4. Click Submit.

Only the assigned approver can respond to that request.

Manage requests

1. Open the approval request on the purchase order.

2. Click Remove to take it out of the workflow.

3. Click Resend to send the approval email again.

You cannot resend a removed request.

🔗 See also

• Purchase orders

• Purchase order tabs, statuses and bulk actions

• Approval rules

• Approval teams

• Requesting and giving approval on an incoming invoice