Purchase Orders → open a purchase order → Approvals
Open the purchase order you want to send.
Open the approvals area and choose Add approvers.
Search by name or email, or type a valid email address.
Select a person from the results, or add the typed email address.
Repeat to add more approvers if needed.
You can only add approvers to purchase orders created in Cashfeed.
Add at least one approver to the purchase order.
Cashfeed creates an approval request for each approver.
Cashfeed sends an email request from the Cashfeed approval address.
The email includes the organisation name, purchase order number, supplier, amount, and a link back to Cashfeed.
If a request already exists for that approver, Cashfeed reactivates it when it was previously removed.
If you remove and later re-add the same approver, the old request can be reactivated.
Open the approval request from the email or the purchase order in Cashfeed.
Approve or decline only requests assigned to you.
If you decline, you can add a message.
Once all approvers approve, Cashfeed marks the purchase order as fully approved.
Cashfeed sets the approval date when the last required approver approves.
You cannot respond to someone else’s approval request.
Reopen the purchase order’s approvals area.
Delete a request to remove that approver from the workflow.
Resend a request if it is still active and not removed.
Check the approval status after each change.
Use the purchase order view to see the current approval state before sending.
Resending a removed request is not allowed.
Check that the purchase order was created in Cashfeed.
Enter a valid email address or choose a found person.
Ask the user to search by name or email again.
Contact Cashfeed support if the order still cannot accept approval requests.
Open the purchase order and look for the existing approver.
Remove the old request before adding the same approver again.
If the approver was removed earlier, add them again to reactivate the request.
Contact Cashfeed support if the request still appears duplicated.
Make sure you are the approver assigned to that request.
Open the request from your own email or assigned purchase order view.
Check that you are responding to the correct purchase order.
Contact Cashfeed support if the request assignment looks wrong.
Confirm the request has not been removed.
Resend only active approval requests.
Add the approver again if you want a removed request restored.
Contact Cashfeed support if the request should be active but cannot be resent.
