Finance Approval

1. What does this page cover?

Learn how finance approvals are done as part of the procurement process.

Make sure you understand the basics of approvals before moving ahead.

Prerequisite:

A PR has to be approved by a manager to be sent for finance approval.

2. Setting up Finance Approval

2.1. Finance Approval Flow

2.3. Steps involved in Finance Approval

Once a PR is approved by the manager, it reaches the finance team for approval.

Please check this document to understand more about the procurement process.

1. Navigate to the Approvals tab in your app, which shows the list of PRs that requires finance approval.

2. Click on the PR that you are going to approve or reject. The Request Summary page will be displayed, in which the status will be Waiting for Finance Approval.

3. To approve, click the Approve button, which will open a Procurement Approval pop-up window.

From here, the manager can review the product information, provide required comments, and click Approve.

Similarly, to reject the PR, click the Reject button, which will open a Procurement Rejection pop up.

From here, the manager can review the product information, provide the required reason, and click Under.

In the scenario where this PR is approved, it will be moved to the next step, which is 'Waiting for RFQ'. This can be seen in the Request summary timeline.

As a next step, finance approved PR will go for further procurement. Rejected PRs will go back to the procurer resubmission.

4. Points to Note

Finance team approval is the last level of approval required.
If the manager approved PR is rejected by Finance, the PR cannot be processed further. It has to go through another round of Finance approval for a successful procurement.
A PR raised by a manager will directly be moved to Finance approval.
Only one level of finance approval is possible at the moment.

5. Related Articles

Understanding Approvals

Manager Approval

Understanding procurement process

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